+504.6%
NOW vs EXPE
+119.8%
+384.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -3.1% | -13.3% | +10.3% | +0.5% |
| 30D | -27.0% | -5.5% | -21.6% | -26.5% |
| 3M | -17.7% | -16.5% | -1.3% | -14.5% |
| 6M | +12.7% | +13.1% | -0.4% | +7.3% |
| YTD | -32.9% | -8.0% | -24.9% | -32.8% |
| 1Y | -40.4% | +1.1% | -41.5% | -42.0% |
| 3Y | -17.1% | +131.2% | -148.3% | -38.4% |
| 5Y | -25.7% | +39.8% | -65.4% | -39.8% |
| 10Y | +504.6% | +118.5% | +386.2% | +260.5% |
| All | +504.6% | +119.8% | +384.8% | +260.5% |
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