+66.8%
AA vs NDAQ
+1.2%
+65.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.9% | +5.4% | +3.6% |
| 7D | +1.7% | -2.6% | +4.2% | +1.7% |
| 30D | +3.3% | +0.5% | +2.9% | +3.2% |
| 3M | -29.4% | +9.9% | -39.3% | -29.3% |
| 6M | -12.8% | +8.2% | -21.0% | -13.2% |
| YTD | -2.1% | -1.5% | -0.6% | -0.2% |
| All | +66.8% | +1.2% | +65.6% | +60.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling