+7.7%
AAL vs NDAQ
+28.8%
-21.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.6% | +3.8% | +5.4% |
| 7D | +8.3% | +3.9% | +4.4% | +7.0% |
| 30D | +6.2% | +19.0% | -12.8% | +0.4% |
| 3M | -17.7% | +17.6% | -35.3% | -22.1% |
| 6M | +15.4% | +21.0% | -5.6% | +8.6% |
| YTD | -11.1% | +14.1% | -25.2% | -17.0% |
| 1Y | +7.7% | +29.4% | -21.7% | -7.9% |
| All | +7.7% | +28.8% | -21.1% | -7.9% |
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