+1,980.5%
NOW vs EXPE
+532.8%
+1,447.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -13.7% | +7.8% | -1.8% |
| 7D | -6.7% | -3.6% | -3.0% | -6.1% |
| 30D | -25.8% | +4.8% | -30.6% | -27.5% |
| 3M | -12.7% | -14.6% | +2.0% | -9.6% |
| 6M | +11.2% | +10.0% | +1.3% | +6.4% |
| YTD | -33.2% | -3.3% | -29.9% | -34.0% |
| 1Y | -41.8% | +28.4% | -70.2% | -47.7% |
| 3Y | -15.7% | +145.1% | -160.8% | -40.0% |
| 5Y | -26.0% | +51.6% | -77.7% | -41.8% |
| 10Y | +515.1% | +128.8% | +386.2% | +279.6% |
| All | +1,980.5% | +532.8% | +1,447.7% | +839.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling