+3.6%
NVT vs EXPD
+53.8%
-50.2%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | -3.2% | -9.5% | -12.0% |
| 7D | -19.5% | +0.3% | -19.8% | -19.3% |
| 30D | -32.4% | +1.8% | -34.2% | -32.4% |
| 3M | -30.3% | +8.9% | -39.3% | -31.3% |
| 6M | -30.4% | +42.2% | -72.7% | -34.4% |
| YTD | +11.3% | +33.4% | -22.0% | +1.2% |
| 1Y | +3.6% | +47.2% | -43.6% | -9.9% |
| All | +3.6% | +53.8% | -50.2% | -9.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling