+229.8%
EXPE vs OPEN
-71.4%
+301.2%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -2.5% | -5.3% | -7.6% |
| 7D | -9.8% | +1.0% | -10.7% | -9.8% |
| 30D | -11.5% | -11.9% | +0.4% | -10.4% |
| 3M | +21.7% | -28.8% | +50.5% | +25.5% |
| 6M | +10.4% | -38.6% | +49.0% | +15.2% |
| YTD | -2.5% | -47.3% | +44.8% | +2.7% |
| 1Y | +27.3% | -49.2% | +76.5% | +29.2% |
| 3Y | +153.5% | -18.8% | +172.3% | +112.0% |
| 5Y | +91.1% | -83.6% | +174.7% | +62.6% |
| All | +229.8% | -71.4% | +301.2% | +138.7% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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