+35.2%
EXPE vs SPXU
-30.7%
+65.9%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.3% | -3.0% | -1.5% |
| 7D | -9.5% | -0.1% | -9.4% | -9.5% |
| 30D | -6.6% | +0.8% | -7.5% | -6.4% |
| 3M | +31.4% | -4.7% | +36.1% | +31.2% |
| 6M | +35.2% | -29.6% | +64.8% | +23.4% |
| All | +35.2% | -30.7% | +65.9% | +23.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 6mo: compounded portfolio wealth divided by compounded SPXU 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…
6mo analysis · Full analysis span regression · 6 months rolling