+39.5%
EXPE vs OPEN
-93.8%
+133.3%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -21.8% | +16.9% | -2.2% |
| 7D | -9.3% | -22.2% | +12.9% | -6.6% |
| 30D | +0.1% | -38.3% | +38.5% | +5.9% |
| 3M | -15.3% | -59.4% | +44.0% | -6.2% |
| 6M | +5.5% | -74.4% | +79.8% | +22.4% |
| YTD | -8.0% | -76.0% | +68.0% | +6.6% |
| 1Y | +18.9% | -78.7% | +97.5% | +38.5% |
| 3Y | +135.5% | -30.0% | +165.5% | +90.2% |
| All | +39.5% | -93.8% | +133.3% | +46.5% |
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 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