-23.1%
EXE vs NDAQ
+24.5%
-47.6%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.8% |
| 7D | +5.3% | +1.3% | +4.1% | +5.4% |
| 30D | -2.2% | +18.0% | -20.2% | -1.5% |
| 3M | -5.9% | +11.5% | -17.4% | -5.5% |
| 6M | -5.7% | +21.1% | -26.8% | -5.3% |
| YTD | -17.8% | +12.8% | -30.6% | -18.9% |
| 1Y | -23.1% | +25.7% | -48.8% | -25.5% |
| All | -23.1% | +24.5% | -47.6% | -25.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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