+47.3%
EXPE vs SUI
-26.4%
+73.7%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.1% | -1.6% |
| 7D | -0.5% | -1.5% | +1.0% | +0.2% |
| 30D | -6.1% | +3.7% | -9.8% | -7.6% |
| 3M | -21.3% | -0.4% | -20.9% | -21.0% |
| 6M | +19.0% | -2.8% | +21.8% | +20.6% |
| YTD | -8.4% | -1.6% | -6.8% | -8.0% |
| 1Y | -2.8% | -2.1% | -0.7% | -2.1% |
| 3Y | +120.8% | +18.5% | +102.3% | +95.2% |
| All | +47.3% | -26.4% | +73.7% | +72.3% |
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 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