+27.3%
EXPE vs NXT
+20.2%
+7.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +1.1% | -9.0% | -7.8% |
| 7D | -9.8% | +2.9% | -12.6% | -9.7% |
| 30D | -11.5% | -17.2% | +5.7% | -12.0% |
| 3M | +21.7% | -32.0% | +53.7% | +20.2% |
| 6M | +10.4% | -15.8% | +26.1% | +9.6% |
| YTD | -2.5% | -1.9% | -0.6% | -4.7% |
| 1Y | +27.3% | +22.5% | +4.9% | +21.4% |
| All | +27.3% | +20.2% | +7.1% | +21.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling