+27.3%
EXPE vs BUD
+35.5%
-8.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -0.8% | -7.1% | -7.8% |
| 7D | -9.8% | +0.8% | -10.5% | -9.8% |
| 30D | -11.5% | -4.8% | -6.7% | -11.1% |
| 3M | +21.7% | +1.4% | +20.4% | +21.9% |
| 6M | +10.4% | +9.9% | +0.5% | +9.3% |
| YTD | -2.5% | +26.3% | -28.9% | -11.1% |
| 1Y | +27.3% | +36.1% | -8.8% | +18.4% |
| All | +27.3% | +35.5% | -8.1% | +18.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 1y: compounded portfolio wealth divided by compounded BUD 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…
1y analysis · Full analysis span regression · 6 months rolling