-39.8%
NOW vs EXPD
+40.4%
-80.3%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +1.6% |
| 7D | +0.3% | +5.5% | -5.2% | -0.1% |
| 30D | -27.0% | -0.8% | -26.1% | -26.9% |
| 3M | -19.6% | +4.1% | -23.8% | -19.6% |
| 6M | +17.5% | +25.7% | -8.2% | +17.3% |
| YTD | -33.3% | +31.4% | -64.7% | -35.6% |
| 1Y | -39.8% | +42.2% | -82.0% | -43.3% |
| All | -39.8% | +40.4% | -80.3% | -43.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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