-98.9%
NVD vs EXPD
+66.3%
-165.1%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -2.3% | -3.2% | -6.5% |
| 7D | +16.8% | -7.2% | +24.0% | +13.4% |
| 30D | +54.3% | -3.3% | +57.6% | +52.3% |
| 3M | +24.3% | +3.4% | +20.9% | +26.6% |
| 6M | +0.6% | +22.7% | -22.1% | +10.5% |
| YTD | -27.7% | +24.5% | -52.2% | -19.6% |
| 1Y | -29.4% | +38.6% | -68.1% | -15.9% |
| 3Y | -98.8% | +71.5% | -170.3% | -98.1% |
| All | -98.9% | +66.3% | -165.1% | -98.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 5y: compounded portfolio wealth divided by compounded EXPD 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…
5y analysis · Full analysis span regression · 6 months rolling