-1.4%
EXPE vs OPEN
-82.9%
+81.5%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +4.2% | -1.8% | +1.4% |
| 7D | -17.8% | -31.1% | +13.3% | -10.8% |
| 30D | -3.2% | -34.7% | +31.5% | +5.6% |
| 3M | -19.0% | -61.9% | +42.9% | -3.5% |
| 6M | +17.7% | -71.9% | +89.6% | +45.6% |
| YTD | -7.8% | -76.6% | +68.8% | +15.4% |
| 1Y | -1.4% | -83.9% | +82.5% | +28.3% |
| All | -1.4% | -82.9% | +81.5% | +28.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling