+2,771.1%
NOW vs EXPE
+592.2%
+2,179.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.7% | -1.3% | -2.5% |
| 7D | -2.4% | -9.5% | +7.1% | +0.5% |
| 30D | +20.5% | -6.6% | +27.1% | +22.7% |
| 3M | +18.3% | +31.4% | -13.0% | +8.6% |
| 6M | +24.1% | +35.2% | -11.1% | +12.9% |
| YTD | -7.8% | +5.8% | -13.6% | -10.4% |
| 1Y | -21.4% | +38.7% | -60.1% | -30.3% |
| 3Y | +19.5% | +175.8% | -156.2% | -17.6% |
| 5Y | +4.1% | +111.8% | -107.8% | -25.2% |
| 10Y | +826.4% | +179.7% | +646.7% | +440.1% |
| All | +2,771.1% | +592.2% | +2,179.0% | +1,176.0% |
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 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