+41.6%
AA vs NDAQ
+471.8%
-430.2%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.7% |
| 7D | +0.5% | +1.3% | -0.8% | -0.3% |
| 30D | -0.6% | +18.0% | -18.5% | -10.6% |
| 3M | -19.7% | +11.5% | -31.2% | -25.4% |
| 6M | -41.6% | +21.1% | -62.7% | -49.4% |
| YTD | -24.6% | +12.8% | -37.4% | -32.9% |
| 1Y | +4.9% | +25.7% | -20.8% | -13.5% |
| 3Y | +66.8% | +116.8% | -50.0% | -6.9% |
| 5Y | -19.4% | +67.3% | -86.7% | -46.9% |
| All | +41.6% | +471.8% | -430.2% | -61.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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