+50.0%
EXPE vs SUI
+1.6%
+48.4%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | +5.2% | +5.4% | +6.7% |
| 7D | +14.6% | +10.0% | +4.6% | +7.7% |
| 30D | +21.4% | +8.4% | +13.0% | +15.3% |
| 3M | +1.4% | +0.7% | +0.7% | +0.5% |
| 6M | +28.6% | -0.9% | +29.5% | +27.7% |
| YTD | +12.1% | +0.6% | +11.5% | +9.0% |
| 1Y | +50.0% | +0.8% | +49.2% | +44.3% |
| All | +50.0% | +1.6% | +48.4% | +44.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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