+2,111.6%
NOW vs EXPD
+522.7%
+1,588.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.2% | +2.9% | +1.3% |
| 7D | -27.5% | +0.3% | -27.8% | -27.7% |
| 30D | -20.0% | +1.8% | -21.9% | -20.9% |
| 3M | -7.9% | +8.9% | -16.8% | -12.0% |
| 6M | +18.3% | +42.2% | -23.9% | -1.9% |
| YTD | -29.0% | +33.4% | -62.3% | -40.3% |
| 1Y | -38.7% | +47.2% | -85.9% | -51.3% |
| 3Y | -10.3% | +81.3% | -91.6% | -38.7% |
| 5Y | -22.5% | +60.2% | -82.7% | -44.0% |
| 10Y | +553.8% | +339.5% | +214.3% | +164.6% |
| All | +2,111.6% | +522.7% | +1,588.9% | +643.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling