+127.7%
EXPE vs BEN
+58.7%
+68.9%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.4% | -1.6% | -1.4% |
| 7D | -0.5% | +6.8% | -7.3% | -3.9% |
| 30D | -6.1% | +18.0% | -24.1% | -13.6% |
| 3M | -21.3% | +7.5% | -28.8% | -24.3% |
| 6M | +19.0% | +14.7% | +4.3% | +10.3% |
| YTD | -8.4% | +56.1% | -64.5% | -27.9% |
| 1Y | -2.8% | +69.6% | -72.4% | -26.6% |
| 3Y | +120.8% | +87.7% | +33.1% | +51.8% |
| 5Y | +46.2% | +28.6% | +17.5% | +20.0% |
| All | +127.7% | +58.7% | +68.9% | +48.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 10y: compounded portfolio wealth divided by compounded BEN 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…
10y analysis · Full analysis span regression · 6 months rolling