+93.1%
EXPE vs SU
+341.5%
-248.4%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.7% | +1.6% |
| 7D | -8.7% | +1.7% | -10.3% | -9.0% |
| 30D | -13.6% | +9.6% | -23.3% | -15.4% |
| 3M | +26.6% | +11.7% | +14.9% | +23.1% |
| 6M | +19.9% | +21.9% | -2.0% | +12.9% |
| YTD | -1.7% | +58.6% | -60.3% | -14.5% |
| 1Y | +29.4% | +66.5% | -37.1% | +10.8% |
| 3Y | +155.7% | +121.4% | +34.2% | +98.2% |
| 5Y | +93.1% | +355.7% | -262.6% | +26.7% |
| All | +93.1% | +341.5% | -248.4% | +26.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling