+211.3%
EXPE vs OPEN
-86.9%
+298.2%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | -0.1% |
| 7D | -13.3% | -21.7% | +8.3% | -11.0% |
| 30D | -5.5% | -36.5% | +31.0% | -0.8% |
| 3M | -16.5% | -59.5% | +43.1% | -8.2% |
| 6M | +13.1% | -71.9% | +84.9% | +28.3% |
| YTD | -8.0% | -75.8% | +67.8% | +5.3% |
| 1Y | +1.1% | -78.5% | +79.6% | +16.3% |
| 3Y | +131.2% | -30.2% | +161.4% | +94.2% |
| 5Y | +39.8% | -93.3% | +133.0% | +30.4% |
| All | +211.3% | -86.9% | +298.2% | +144.5% |
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