+158.8%
EXPE vs FRSH
-46.5%
+205.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +1.7% |
| 7D | -8.7% | -11.2% | +2.5% | -4.8% |
| 30D | -13.6% | -0.8% | -12.8% | -13.6% |
| 3M | +26.6% | +26.4% | +0.2% | +16.2% |
| 6M | +19.9% | +48.4% | -28.4% | +3.2% |
| YTD | -1.7% | -3.1% | +1.4% | -3.3% |
| 1Y | +29.4% | -8.7% | +38.1% | +29.2% |
| All | +158.8% | -46.5% | +205.2% | +178.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 FRSH 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