+120.8%
EXPE vs OPEN
-42.5%
+163.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.6% | +2.5% | -0.8% |
| 7D | -0.5% | -15.0% | +14.5% | +0.9% |
| 30D | -6.1% | -40.2% | +34.1% | -1.8% |
| 3M | -21.3% | -67.4% | +46.1% | -13.8% |
| 6M | +19.0% | -74.0% | +93.0% | +32.0% |
| YTD | -8.4% | -79.6% | +71.2% | +2.9% |
| 1Y | -2.8% | -86.1% | +83.3% | +11.7% |
| 3Y | +120.8% | -41.4% | +162.1% | +86.0% |
| All | +120.8% | -42.5% | +163.3% | +86.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling