+40.6%
NVDL vs EXE
+3.1%
+37.5%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.2% | +2.8% | +1.5% |
| 7D | +11.7% | -0.3% | +11.9% | +11.6% |
| 30D | +7.8% | +8.5% | -0.6% | +8.9% |
| 3M | +3.3% | +5.5% | -2.2% | +4.0% |
| 6M | +38.9% | -5.9% | +44.8% | +39.0% |
| YTD | +28.5% | -9.7% | +38.2% | +29.7% |
| 1Y | +40.6% | +3.6% | +37.0% | +55.0% |
| All | +40.6% | +3.1% | +37.5% | +55.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 EXE 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