-21.7%
EXE vs NDAQ
+27.8%
-49.5%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.4% | +0.9% | +2.4% |
| 7D | -2.2% | +2.9% | -5.1% | -2.1% |
| 30D | -0.3% | +17.5% | -17.8% | +0.3% |
| 3M | -9.3% | +15.4% | -24.8% | -8.8% |
| 6M | -7.2% | +24.6% | -31.8% | -6.6% |
| YTD | -18.9% | +14.4% | -33.3% | -19.8% |
| 1Y | -21.7% | +26.9% | -48.6% | -24.5% |
| All | -21.7% | +27.8% | -49.5% | -24.5% |
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