+212.0%
NXT vs EXPD
+76.9%
+135.1%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +2.0% | +1.7% |
| 7D | -9.4% | +5.5% | -14.9% | -11.2% |
| 30D | +15.1% | -0.8% | +15.9% | +15.3% |
| 3M | -9.1% | +4.1% | -13.2% | -10.6% |
| 6M | -30.3% | +25.7% | -56.0% | -36.4% |
| YTD | +9.1% | +31.4% | -22.3% | -3.1% |
| 1Y | +7.9% | +42.2% | -34.3% | -7.3% |
| 3Y | +176.5% | +77.2% | +99.3% | +107.0% |
| All | +212.0% | +76.9% | +135.1% | +125.5% |
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 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