-4.6%
EXPE vs SUI
-2.0%
-2.7%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.2% | -1.5% |
| 7D | -11.2% | +3.4% | -14.6% | -13.1% |
| 30D | -7.5% | +4.6% | -12.1% | -9.8% |
| 3M | -19.1% | +1.6% | -20.7% | -19.7% |
| 6M | +10.7% | -3.5% | +14.2% | +11.1% |
| YTD | -9.9% | -1.0% | -8.9% | -10.4% |
| 1Y | -4.6% | -1.7% | -2.9% | -4.6% |
| All | -4.6% | -2.0% | -2.7% | -4.6% |
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