+18.0%
EXE vs NVT
+190.9%
-172.9%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +4.6% | -6.8% | -2.6% |
| 7D | -3.1% | +4.1% | -7.2% | -3.6% |
| 30D | -0.9% | -5.1% | +4.2% | -0.4% |
| 3M | +9.6% | -1.2% | +10.7% | +9.2% |
| 6M | -11.6% | +46.6% | -58.2% | -18.0% |
| YTD | -12.6% | +60.0% | -72.5% | -20.6% |
| 1Y | +1.2% | +70.8% | -69.6% | -9.9% |
| 3Y | +18.0% | +187.5% | -169.5% | -6.3% |
| All | +18.0% | +190.9% | -172.9% | -6.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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