+30.3%
EXE vs NXT
+173.5%
-143.1%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.9% | -4.0% | -2.2% |
| 7D | -3.1% | -1.9% | -1.2% | -3.1% |
| 30D | -0.9% | -20.0% | +19.1% | +0.1% |
| 3M | +9.6% | -30.7% | +40.3% | +11.2% |
| 6M | -11.6% | -29.0% | +17.4% | -10.7% |
| YTD | -12.6% | -4.8% | -7.7% | -13.3% |
| 1Y | +1.2% | +22.8% | -21.6% | -1.4% |
| 3Y | +18.0% | +93.9% | -75.9% | +8.7% |
| All | +30.3% | +173.5% | -143.1% | +15.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 10y: compounded portfolio wealth divided by compounded NXT 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…
10y analysis · Full analysis span regression · 6 months rolling