-42.5%
NOW vs EXPE
-2.5%
-40.0%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.1% | -1.0% | -2.4% |
| 7D | -8.7% | -11.2% | +2.4% | -5.5% |
| 30D | -29.3% | -7.5% | -21.8% | -28.3% |
| 3M | -21.8% | -19.1% | -2.8% | -17.1% |
| 6M | +9.2% | +10.7% | -1.5% | +2.5% |
| YTD | -35.0% | -9.9% | -25.1% | -36.7% |
| 1Y | -42.5% | -4.6% | -37.9% | -44.5% |
| All | -42.5% | -2.5% | -40.0% | -44.5% |
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 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