+135.5%
EXPE vs BN
+90.6%
+44.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.9% | -3.9% | -4.2% |
| 7D | -9.3% | +5.3% | -14.7% | -11.8% |
| 30D | +0.1% | +11.9% | -11.8% | -6.2% |
| 3M | -15.3% | -5.7% | -9.6% | -11.6% |
| 6M | +5.5% | -10.6% | +16.1% | +13.3% |
| YTD | -8.0% | -9.4% | +1.4% | -2.2% |
| 1Y | +18.9% | -8.8% | +27.7% | +25.7% |
| 3Y | +135.5% | +95.6% | +39.9% | +82.4% |
| All | +135.5% | +90.6% | +44.9% | +82.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 3y: compounded portfolio wealth divided by compounded BN 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…
3y analysis · Full analysis span regression · 6 months rolling