-2.6%
EXPE vs URI
+32.9%
-35.5%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +6.9% | -6.9% | -0.4% |
| 7D | -13.3% | -4.0% | -9.3% | -13.2% |
| 30D | -5.5% | +6.8% | -12.3% | -5.8% |
| 3M | -16.5% | -2.8% | -13.6% | -16.6% |
| 6M | +13.1% | +20.9% | -7.8% | +11.4% |
| YTD | -8.0% | +40.2% | -48.2% | -15.0% |
| All | -2.6% | +32.9% | -35.5% | -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