-54.3%
NVD vs EXEL
+52.0%
-106.3%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.5% | +6.0% | +4.2% |
| 7D | +9.0% | -2.9% | +11.9% | +8.5% |
| 30D | -5.5% | +11.9% | -17.3% | -3.7% |
| 3M | -24.6% | +9.2% | -33.8% | -23.2% |
| 6M | -42.1% | +39.1% | -81.2% | -37.5% |
| YTD | -44.3% | +31.0% | -75.4% | -40.2% |
| All | -54.3% | +52.0% | -106.3% | -51.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 1y: compounded portfolio wealth divided by compounded EXEL 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…
1y analysis · Full analysis span regression · 6 months rolling