+154.8%
EXPE vs UUUU
+96.1%
+58.7%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.7% |
| 7D | -11.5% | +1.8% | -13.3% | -11.6% |
| 30D | -13.1% | +1.8% | -14.9% | -13.2% |
| 3M | +18.1% | +1.3% | +16.9% | +17.8% |
| 6M | +13.3% | -26.8% | +40.0% | +14.4% |
| YTD | -3.2% | +0.1% | -3.3% | -6.3% |
| 1Y | +26.1% | +11.2% | +14.9% | +20.1% |
| All | +154.8% | +96.1% | +58.7% | +116.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling