+226.9%
NXT vs EXPD
+71.5%
+155.4%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -4.5% | -2.2% | -5.0% |
| 7D | +24.7% | -4.8% | +29.5% | +27.0% |
| 30D | +13.0% | -1.5% | +14.6% | +13.6% |
| 3M | -0.2% | +4.1% | -4.3% | -1.8% |
| 6M | -19.3% | +24.0% | -43.3% | -25.9% |
| YTD | +14.3% | +27.4% | -13.1% | +2.9% |
| 1Y | -11.0% | +38.4% | -49.3% | -22.6% |
| 3Y | +167.8% | +73.2% | +94.6% | +102.0% |
| All | +226.9% | +71.5% | +155.4% | +139.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling