+135.5%
EXPE vs DAR
+11.9%
+123.7%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.0% | -3.9% | -4.7% |
| 7D | -9.3% | -9.9% | +0.6% | -7.9% |
| 30D | +0.1% | -16.4% | +16.5% | +2.8% |
| 3M | -15.3% | -17.1% | +1.7% | -13.3% |
| 6M | +5.5% | -20.5% | +25.9% | +8.5% |
| YTD | -8.0% | +39.4% | -47.4% | -18.0% |
| 1Y | +18.9% | +57.2% | -38.4% | +2.6% |
| 3Y | +135.5% | +13.9% | +121.7% | +109.1% |
| All | +135.5% | +11.9% | +123.7% | +109.1% |
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