+29.4%
EXPE vs BTI
+2.8%
+26.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-10 to 2026-09-10.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.0% | +0.6% | +1.6% |
| 7D | -8.7% | -2.0% | -6.7% | -8.8% |
| 30D | -13.6% | -3.4% | -10.2% | -13.8% |
| 3M | +26.6% | -9.0% | +35.6% | +25.8% |
| 6M | +19.9% | -5.0% | +25.0% | +20.9% |
| YTD | -1.7% | -0.3% | -1.4% | -1.8% |
| 1Y | +29.4% | +3.1% | +26.3% | +32.1% |
| All | +29.4% | +2.8% | +26.6% | +32.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 2025-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded BTI 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…
2025-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling