+521.8%
NOW vs EXPE
+121.2%
+400.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.4% | +0.8% | +2.5% |
| 7D | -5.6% | -17.8% | +12.2% | -0.4% |
| 30D | -26.8% | -3.2% | -23.5% | -26.7% |
| 3M | -19.4% | -19.0% | -0.5% | -15.5% |
| 6M | +12.3% | +17.7% | -5.4% | +5.8% |
| YTD | -32.9% | -7.8% | -25.1% | -32.8% |
| 1Y | -40.3% | -1.4% | -38.9% | -41.5% |
| 3Y | -19.1% | +121.9% | -141.0% | -39.2% |
| 5Y | -24.4% | +44.3% | -68.6% | -39.1% |
| 10Y | +521.8% | +125.4% | +396.4% | +259.7% |
| All | +521.8% | +121.2% | +400.6% | +259.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 EXPE 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