+104.9%
EXPE vs OPEN
-83.7%
+188.6%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.6% | -2.3% | -1.8% |
| 7D | -9.5% | -4.3% | -5.3% | -9.1% |
| 30D | -6.6% | -16.2% | +9.6% | -4.9% |
| 3M | +31.4% | -36.4% | +67.7% | +37.3% |
| 6M | +35.2% | -35.5% | +70.6% | +40.7% |
| YTD | +5.8% | -46.0% | +51.8% | +11.5% |
| 1Y | +38.7% | -47.1% | +85.8% | +39.8% |
| 3Y | +175.8% | -19.0% | +194.8% | +127.0% |
| All | +104.9% | -83.7% | +188.6% | +73.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling