+91.1%
EXPE vs BEN
+42.4%
+48.7%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -0.2% | -7.7% | -7.8% |
| 7D | -9.8% | +4.7% | -14.4% | -12.1% |
| 30D | -11.5% | +2.6% | -14.1% | -12.8% |
| 3M | +21.7% | +11.5% | +10.2% | +14.2% |
| 6M | +10.4% | +35.3% | -24.9% | -7.9% |
| YTD | -2.5% | +48.6% | -51.2% | -22.8% |
| 1Y | +27.3% | +46.7% | -19.3% | +1.0% |
| 3Y | +153.5% | +57.0% | +96.5% | +84.5% |
| 5Y | +91.1% | +41.8% | +49.3% | +41.7% |
| All | +91.1% | +42.4% | +48.7% | +41.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling