+356.1%
ALL vs NDAQ
+372.3%
-16.2%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.9% | -0.5% | -1.6% |
| 7D | -1.7% | -2.6% | +0.9% | -0.7% |
| 30D | -4.7% | +0.5% | -5.2% | -4.9% |
| 3M | +18.4% | +9.9% | +8.5% | +13.3% |
| 6M | +20.5% | +8.2% | +12.3% | +15.7% |
| YTD | +23.5% | -1.5% | +25.0% | +22.6% |
| 1Y | +29.0% | +1.3% | +27.7% | +26.0% |
| 3Y | +153.7% | +92.6% | +61.1% | +82.0% |
| 5Y | +114.8% | +53.8% | +61.0% | +66.9% |
| 10Y | +356.1% | +376.0% | -19.8% | +108.7% |
| All | +356.1% | +372.3% | -16.2% | +108.7% |
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 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