+50.0%
EXPE vs NDAQ
+28.8%
+21.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | +2.6% | +8.0% | +8.8% |
| 7D | +14.6% | +3.9% | +10.7% | +12.0% |
| 30D | +21.4% | +19.0% | +2.4% | +8.6% |
| 3M | +1.4% | +17.6% | -16.2% | -8.9% |
| 6M | +28.6% | +21.0% | +7.6% | +12.9% |
| YTD | +12.1% | +14.1% | -2.0% | +8.3% |
| 1Y | +50.0% | +29.4% | +20.6% | +16.9% |
| All | +50.0% | +28.8% | +21.2% | +16.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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