+76.6%
EXPE vs FRSH
-72.6%
+149.2%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +1.7% |
| 7D | -8.7% | -11.2% | +2.5% | -5.3% |
| 30D | -13.6% | -0.8% | -12.8% | -13.6% |
| 3M | +26.6% | +26.4% | +0.2% | +17.4% |
| 6M | +19.9% | +48.4% | -28.4% | +5.2% |
| YTD | -1.7% | -3.1% | +1.4% | -2.7% |
| 1Y | +29.4% | -8.7% | +38.1% | +30.1% |
| 3Y | +155.7% | -45.8% | +201.5% | +184.6% |
| All | +76.6% | -72.6% | +149.2% | +73.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling