+127.7%
EXPE vs NDAQ
+471.8%
-344.1%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.0% | -1.1% |
| 7D | -0.5% | +1.3% | -1.8% | -1.3% |
| 30D | -6.1% | +18.0% | -24.0% | -14.7% |
| 3M | -21.3% | +11.5% | -32.8% | -26.3% |
| 6M | +19.0% | +21.1% | -2.1% | +5.3% |
| YTD | -8.4% | +12.8% | -21.2% | -15.1% |
| 1Y | -2.8% | +25.7% | -28.5% | -15.6% |
| 3Y | +120.8% | +116.8% | +3.9% | +38.2% |
| 5Y | +46.2% | +67.3% | -21.1% | +4.5% |
| All | +127.7% | +471.8% | -344.1% | -11.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling