+16.2%
EXE vs NVDX
+772.1%
-755.9%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.3% | -1.8% | -2.1% |
| 7D | -3.1% | -10.2% | +7.1% | -2.8% |
| 30D | -0.9% | -7.3% | +6.4% | -0.7% |
| 3M | +9.6% | +5.5% | +4.0% | +8.9% |
| 6M | -11.6% | +18.3% | -29.9% | -12.9% |
| YTD | -12.6% | +11.4% | -24.0% | -13.8% |
| 1Y | +1.2% | +12.7% | -11.5% | -0.8% |
| All | +16.2% | +772.1% | -755.9% | +11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 5y: compounded portfolio wealth divided by compounded NVDX 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…
5y analysis · Full analysis span regression · 6 months rolling