+104.9%
EXPE vs SUI
-32.0%
+136.9%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.3% | -1.5% |
| 7D | -9.5% | -2.8% | -6.7% | -8.3% |
| 30D | -6.6% | -1.2% | -5.5% | -6.1% |
| 3M | +31.4% | -1.7% | +33.1% | +32.4% |
| 6M | +35.2% | -10.5% | +45.7% | +41.8% |
| YTD | +5.8% | -1.8% | +7.6% | +6.2% |
| 1Y | +38.7% | -4.1% | +42.8% | +40.6% |
| 3Y | +175.8% | +11.3% | +164.5% | +153.1% |
| All | +104.9% | -32.0% | +136.9% | +136.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling