+162.4%
EXPE vs SU
+120.0%
+42.5%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.1% | +1.6% | +1.4% |
| 7D | -5.8% | +2.2% | -8.0% | -5.9% |
| 30D | -13.6% | +8.4% | -22.1% | -14.2% |
| 3M | +25.2% | +12.1% | +13.1% | +23.9% |
| 6M | +22.3% | +19.7% | +2.7% | +18.5% |
| YTD | -0.3% | +58.4% | -58.7% | -10.1% |
| 1Y | +27.8% | +67.2% | -39.4% | +13.3% |
| 3Y | +162.4% | +125.0% | +37.4% | +118.9% |
| All | +162.4% | +120.0% | +42.5% | +118.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling