+177.4%
NXT vs EXPD
+71.5%
+105.9%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.9% | +0.3% | +0.9% |
| 7D | -1.1% | -1.1% | 0.0% | -0.7% |
| 30D | -15.3% | +4.1% | -19.4% | -16.6% |
| 3M | -43.8% | +17.9% | -61.7% | -47.2% |
| 6M | -18.7% | +29.2% | -47.9% | -26.7% |
| YTD | -3.0% | +27.4% | -30.4% | -12.6% |
| 1Y | +22.7% | +56.8% | -34.1% | +0.8% |
| 3Y | +95.9% | +68.0% | +27.9% | +50.3% |
| All | +177.4% | +71.5% | +105.9% | +103.3% |
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