+213.6%
EXPE vs OPEN
-88.5%
+302.1%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -9.5% | +10.0% | +1.6% |
| 7D | -4.2% | -31.0% | +26.8% | -0.4% |
| 30D | -4.5% | -41.5% | +36.9% | +1.1% |
| 3M | -19.7% | -64.6% | +44.9% | -10.5% |
| 6M | +18.3% | -73.8% | +92.1% | +35.3% |
| YTD | -7.3% | -78.8% | +71.5% | +7.5% |
| 1Y | -3.9% | -86.8% | +82.9% | +16.5% |
| 3Y | +123.0% | -40.6% | +163.6% | +90.8% |
| 5Y | +47.9% | -94.7% | +142.6% | +40.7% |
| All | +213.6% | -88.5% | +302.1% | +149.8% |
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