+156.4%
EXPE vs UUUU
+495.2%
-338.8%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -6.3% | +7.9% | +2.4% |
| 7D | -8.7% | -5.0% | -3.6% | -8.1% |
| 30D | -13.6% | -7.8% | -5.9% | -13.0% |
| 3M | +26.6% | -0.4% | +27.1% | +25.6% |
| 6M | +19.9% | -32.9% | +52.8% | +23.9% |
| YTD | -1.7% | -6.3% | +4.6% | -5.6% |
| 1Y | +29.4% | +7.9% | +21.5% | +19.4% |
| 3Y | +155.7% | +85.2% | +70.5% | +104.4% |
| 5Y | +93.1% | +97.0% | -3.9% | +46.0% |
| All | +156.4% | +495.2% | -338.8% | +42.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling