+38.7%
EXPE vs BBY
+27.1%
+11.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +3.2% | -4.9% | -2.7% |
| 7D | -9.5% | +9.5% | -19.0% | -12.2% |
| 30D | -6.6% | +6.8% | -13.5% | -8.6% |
| 3M | +31.4% | +28.9% | +2.5% | +22.4% |
| 6M | +35.2% | +37.8% | -2.6% | +23.4% |
| YTD | +5.8% | +38.7% | -32.9% | -3.7% |
| 1Y | +38.7% | +23.7% | +15.0% | +30.1% |
| All | +38.7% | +27.1% | +11.6% | +30.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded BBY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling