+18.3%
NOW vs EXPE
+176.2%
-157.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.7% | -1.3% | -2.5% |
| 7D | -2.4% | -9.5% | +7.1% | +0.3% |
| 30D | +20.5% | -6.6% | +27.1% | +22.5% |
| 3M | +18.3% | +31.4% | -13.0% | +9.6% |
| 6M | +24.1% | +35.2% | -11.1% | +14.5% |
| YTD | -7.8% | +5.8% | -13.6% | -10.6% |
| 1Y | -21.4% | +38.7% | -60.1% | -28.8% |
| All | +18.3% | +176.2% | -157.9% | -6.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling