+153.1%
EXPE vs NDAQ
+372.3%
-219.2%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -1.9% | -6.0% | -6.7% |
| 7D | -9.8% | -2.6% | -7.2% | -8.4% |
| 30D | -11.5% | +0.5% | -12.0% | -11.8% |
| 3M | +21.7% | +9.9% | +11.8% | +14.5% |
| 6M | +10.4% | +8.2% | +2.2% | +4.4% |
| YTD | -2.5% | -1.5% | -1.0% | -2.0% |
| 1Y | +27.3% | +1.3% | +26.0% | +25.8% |
| 3Y | +153.5% | +92.6% | +60.9% | +70.7% |
| 5Y | +91.1% | +53.8% | +37.3% | +43.7% |
| 10Y | +153.1% | +376.0% | -222.9% | +8.4% |
| All | +153.1% | +372.3% | -219.2% | +8.4% |
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