+12.4%
AA vs NDAQ
+55.8%
-43.4%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.9% | -0.3% | -1.1% |
| 7D | -0.7% | -2.4% | +1.8% | +0.6% |
| 30D | +5.0% | +2.5% | +2.5% | +3.3% |
| 3M | -35.8% | +9.9% | -45.8% | -39.9% |
| 6M | -18.4% | +9.4% | -27.8% | -24.4% |
| YTD | -5.5% | +0.4% | -5.9% | -8.2% |
| 1Y | +61.0% | +4.0% | +56.9% | +52.3% |
| 3Y | +66.2% | +94.4% | -28.2% | -1.6% |
| All | +12.4% | +55.8% | -43.4% | -27.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling