+21.2%
EXE vs NVD
-98.4%
+119.5%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.9% | -3.1% | +1.0% |
| 7D | +5.3% | +28.6% | -23.3% | +6.5% |
| 30D | -2.2% | +73.6% | -75.8% | +0.3% |
| 3M | -5.9% | +70.1% | -76.0% | -3.4% |
| 6M | -5.7% | +53.6% | -59.3% | -3.3% |
| YTD | -17.8% | -7.0% | -10.8% | -17.4% |
| 1Y | -23.1% | -9.0% | -14.1% | -22.7% |
| 3Y | +21.2% | -98.3% | +119.5% | +15.8% |
| All | +21.2% | -98.4% | +119.5% | +15.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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