+27.3%
EXPE vs NDAQ
+2.6%
+24.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -1.9% | -6.0% | -6.6% |
| 7D | -9.8% | -2.6% | -7.2% | -8.1% |
| 30D | -11.5% | +0.5% | -12.0% | -11.8% |
| 3M | +21.7% | +9.9% | +11.8% | +13.7% |
| 6M | +10.4% | +8.2% | +2.2% | +3.4% |
| YTD | -2.5% | -1.5% | -1.0% | +0.9% |
| 1Y | +27.3% | +1.3% | +26.0% | +25.9% |
| All | +27.3% | +2.6% | +24.8% | +25.9% |
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