+104.9%
EXPE vs NDAQ
+55.8%
+49.1%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.9% | +0.2% | -0.5% |
| 7D | -9.5% | -2.4% | -7.1% | -8.2% |
| 30D | -6.6% | +2.5% | -9.1% | -8.1% |
| 3M | +31.4% | +9.9% | +21.5% | +23.2% |
| 6M | +35.2% | +9.4% | +25.8% | +26.5% |
| YTD | +5.8% | +0.4% | +5.4% | +5.1% |
| 1Y | +38.7% | +4.0% | +34.6% | +34.6% |
| 3Y | +175.8% | +94.4% | +81.4% | +83.7% |
| All | +104.9% | +55.8% | +49.1% | +47.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling