+118.5%
EXPE vs NDAQ
+476.9%
-358.3%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.3% | -5.1% | -5.0% |
| 7D | -9.3% | +0.8% | -10.2% | -9.4% |
| 30D | +0.1% | +16.5% | -16.4% | -8.3% |
| 3M | -15.3% | +13.5% | -28.8% | -21.5% |
| 6M | +5.5% | +20.9% | -15.5% | -6.5% |
| YTD | -8.0% | +11.4% | -19.4% | -14.0% |
| 1Y | +18.9% | +25.9% | -7.1% | +3.3% |
| 3Y | +135.5% | +119.9% | +15.7% | +46.4% |
| 5Y | +44.3% | +61.7% | -17.5% | +5.2% |
| All | +118.5% | +476.9% | -358.3% | -14.6% |
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