-39.8%
NOW vs EXPE
-4.7%
-35.1%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.2% | +2.8% | +2.0% |
| 7D | +0.3% | -0.5% | +0.8% | +0.4% |
| 30D | -27.0% | -6.1% | -20.9% | -26.3% |
| 3M | -19.6% | -21.3% | +1.7% | -13.6% |
| 6M | +17.5% | +19.0% | -1.5% | +7.3% |
| YTD | -33.3% | -8.4% | -24.8% | -35.4% |
| 1Y | -39.8% | -2.8% | -37.0% | -42.3% |
| All | -39.8% | -4.7% | -35.1% | -42.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling