+145.2%
TE vs EXE
+1.0%
+144.2%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.1% | +2.8% | +0.4% |
| 7D | +0.2% | -3.1% | +3.4% | -0.2% |
| 30D | -5.9% | -0.9% | -5.0% | -6.0% |
| 3M | -45.6% | +9.6% | -55.1% | -44.9% |
| 6M | -43.4% | -11.6% | -31.8% | -42.9% |
| YTD | -31.0% | -12.6% | -18.4% | -29.9% |
| 1Y | +145.2% | +1.2% | +144.0% | +182.1% |
| All | +145.2% | +1.0% | +144.2% | +182.1% |
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