+14.5%
NOW vs EXPE
+1.1%
+13.4%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.9% | +4.5% | +0.9% |
| 7D | -3.0% | -9.3% | +6.3% | -0.6% |
| 30D | -26.0% | +0.1% | -26.2% | -27.2% |
| 3M | -13.1% | -15.3% | +2.2% | -9.8% |
| 6M | +14.5% | +5.5% | +9.0% | +12.0% |
| All | +14.5% | +1.1% | +13.4% | +12.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling