+14.4%
EXE vs NDAQ
+114.5%
-100.1%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.3% | -1.1% | -0.9% |
| 7D | -6.6% | +0.8% | -7.4% | -6.7% |
| 30D | -4.0% | +16.5% | -20.5% | -6.5% |
| 3M | -7.5% | +13.5% | -20.9% | -9.5% |
| 6M | -11.7% | +20.9% | -32.6% | -14.9% |
| YTD | -22.0% | +11.4% | -33.4% | -23.5% |
| 1Y | -21.8% | +25.9% | -47.7% | -26.4% |
| All | +14.4% | +114.5% | -100.1% | -3.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling