-10.8%
NVTS vs EXPD
+53.8%
-64.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -3.2% | +12.2% | +11.1% |
| 7D | -0.3% | +0.3% | -0.6% | -0.9% |
| 30D | -24.4% | +1.8% | -26.2% | -25.5% |
| 3M | -26.5% | +8.9% | -35.4% | -30.7% |
| 6M | -41.4% | +42.2% | -83.6% | -54.2% |
| YTD | +30.7% | +33.4% | -2.7% | -3.4% |
| 1Y | -10.8% | +47.2% | -58.0% | -40.5% |
| All | -10.8% | +53.8% | -64.6% | -40.5% |
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