+47.9%
EXPE vs BBY
-2.1%
+50.0%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.7% | +2.1% | +1.2% |
| 7D | -4.2% | +4.0% | -8.2% | -5.9% |
| 30D | -4.5% | +17.6% | -22.1% | -10.8% |
| 3M | -19.7% | +25.9% | -45.6% | -27.2% |
| 6M | +18.3% | +85.1% | -66.8% | -9.4% |
| YTD | -7.3% | +60.6% | -67.9% | -25.0% |
| 1Y | -3.9% | +40.2% | -44.1% | -17.6% |
| 3Y | +123.0% | +86.6% | +36.4% | +57.7% |
| 5Y | +47.9% | -3.7% | +51.6% | +9.5% |
| All | +47.9% | -2.1% | +50.0% | +9.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling