-30.2%
OPEN vs EXPD
+72.3%
-102.4%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.7% | -2.0% | -1.1% |
| 7D | -21.7% | -5.5% | -16.2% | -18.6% |
| 30D | -36.5% | -1.9% | -34.6% | -35.6% |
| 3M | -59.5% | +6.1% | -65.6% | -61.2% |
| 6M | -71.9% | +21.6% | -93.5% | -75.5% |
| YTD | -75.8% | +27.9% | -103.7% | -80.1% |
| 1Y | -78.5% | +39.4% | -117.9% | -83.5% |
| 3Y | -30.2% | +72.7% | -102.9% | -61.8% |
| All | -30.2% | +72.3% | -102.4% | -61.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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