+134.8%
EXPE vs NXT
+171.8%
-37.0%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.6% | +2.9% | -0.5% |
| 7D | -11.5% | -0.2% | -11.3% | -11.5% |
| 30D | -13.1% | -20.0% | +6.9% | -11.9% |
| 3M | +18.1% | -30.9% | +49.1% | +20.4% |
| 6M | +13.3% | -23.8% | +37.1% | +13.5% |
| YTD | -3.2% | -5.4% | +2.2% | -5.6% |
| 1Y | +26.1% | +28.0% | -1.9% | +18.4% |
| 3Y | +151.7% | +93.3% | +58.4% | +113.9% |
| All | +134.8% | +171.8% | -37.0% | +87.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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