+40.5%
ALL vs NDAQ
+28.8%
+11.6%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.6% | +0.3% | +2.6% |
| 7D | +7.5% | +3.9% | +3.6% | +7.0% |
| 30D | +19.7% | +19.0% | +0.7% | +17.4% |
| 3M | +2.9% | +17.6% | -14.7% | +1.1% |
| 6M | +23.5% | +21.0% | +2.5% | +20.7% |
| YTD | +31.1% | +14.1% | +17.1% | +27.1% |
| 1Y | +40.5% | +29.4% | +11.0% | +29.7% |
| All | +40.5% | +28.8% | +11.6% | +29.7% |
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