-3.9%
EXPE vs URI
+34.6%
-38.5%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +0.5% |
| 7D | -4.2% | +9.3% | -13.5% | -4.7% |
| 30D | -4.5% | +7.6% | -12.1% | -4.9% |
| 3M | -19.7% | +1.0% | -20.7% | -19.9% |
| 6M | +18.3% | +19.8% | -1.6% | +16.6% |
| YTD | -7.3% | +41.9% | -49.2% | -14.3% |
| 1Y | -3.9% | +33.4% | -37.3% | -5.0% |
| All | -3.9% | +34.6% | -38.5% | -5.0% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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