+175.1%
EXPE vs DOC
-2.1%
+177.2%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.8% | +0.1% | -0.7% |
| 7D | -9.5% | -1.5% | -8.1% | -8.8% |
| 30D | -6.6% | -4.8% | -1.9% | -4.1% |
| 3M | +31.4% | +6.9% | +24.5% | +26.7% |
| 6M | +35.2% | +20.7% | +14.4% | +20.0% |
| YTD | +5.8% | +34.1% | -28.3% | -12.0% |
| 1Y | +38.7% | +22.6% | +16.0% | +20.9% |
| 3Y | +175.8% | +20.8% | +155.0% | +136.6% |
| 5Y | +111.8% | -24.9% | +136.7% | +138.5% |
| All | +175.1% | -2.1% | +177.2% | +164.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 10y: compounded portfolio wealth divided by compounded DOC 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…
10y analysis · Full analysis span regression · 6 months rolling