+120.8%
EXPE vs DAR
+33.7%
+87.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.1% | -2.3% | -1.4% |
| 7D | -0.5% | +11.6% | -12.0% | -2.2% |
| 30D | -6.1% | -10.2% | +4.2% | -4.6% |
| 3M | -21.3% | -14.8% | -6.5% | -19.6% |
| 6M | +19.0% | -10.1% | +29.1% | +20.0% |
| YTD | -8.4% | +55.5% | -63.9% | -20.0% |
| 1Y | -2.8% | +61.7% | -64.5% | -16.0% |
| 3Y | +120.8% | +37.2% | +83.6% | +84.4% |
| All | +120.8% | +33.7% | +87.1% | +84.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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