+115.9%
EXPE vs SUI
+117.1%
-1.3%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.2% | -1.6% |
| 7D | -11.2% | +3.4% | -14.6% | -12.6% |
| 30D | -7.5% | +4.6% | -12.1% | -9.4% |
| 3M | -19.1% | +1.6% | -20.7% | -19.4% |
| 6M | +10.7% | -3.5% | +14.2% | +12.8% |
| YTD | -9.9% | -1.0% | -8.9% | -9.7% |
| 1Y | -4.6% | -1.7% | -2.9% | -4.1% |
| 3Y | +116.8% | +18.4% | +98.4% | +92.1% |
| 5Y | +38.6% | -26.3% | +64.9% | +56.6% |
| 10Y | +115.9% | +123.3% | -7.5% | +84.7% |
| All | +115.9% | +117.1% | -1.3% | +84.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling