+47.9%
EXPE vs URI
+209.3%
-161.4%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +0.9% |
| 7D | -4.2% | +9.3% | -13.5% | -8.0% |
| 30D | -4.5% | +7.6% | -12.1% | -7.7% |
| 3M | -19.7% | +1.0% | -20.7% | -20.6% |
| 6M | +18.3% | +19.8% | -1.6% | +6.7% |
| YTD | -7.3% | +41.9% | -49.2% | -26.3% |
| 1Y | -3.9% | +33.4% | -37.3% | -20.8% |
| 3Y | +123.0% | +156.0% | -33.0% | +16.5% |
| 5Y | +47.9% | +209.5% | -161.6% | -32.6% |
| All | +47.9% | +209.3% | -161.4% | -32.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling