+50.0%
EXPE vs SU
+88.1%
-38.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | -4.5% | +15.1% | +8.6% |
| 7D | +14.6% | -7.1% | +21.7% | +11.6% |
| 30D | +21.4% | +4.8% | +16.7% | +23.6% |
| 3M | +1.4% | +12.5% | -11.1% | +6.7% |
| 6M | +28.6% | +6.5% | +22.2% | +35.0% |
| YTD | +12.1% | +65.8% | -53.7% | +26.5% |
| 1Y | +50.0% | +86.2% | -36.1% | +63.0% |
| All | +50.0% | +88.1% | -38.1% | +63.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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