+368.4%
ALL vs NDAQ
+472.5%
-104.1%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.4% | +1.5% | +2.3% |
| 7D | -0.1% | +2.9% | -3.0% | -1.3% |
| 30D | +13.8% | +17.5% | -3.7% | +6.6% |
| 3M | -2.8% | +15.4% | -18.2% | -8.4% |
| 6M | +23.7% | +24.6% | -0.9% | +12.2% |
| YTD | +27.3% | +14.4% | +12.9% | +18.7% |
| 1Y | +30.5% | +26.9% | +3.6% | +16.2% |
| 3Y | +113.0% | +119.8% | -6.8% | +45.0% |
| 5Y | +157.6% | +70.5% | +87.1% | +93.7% |
| 10Y | +368.4% | +475.8% | -107.4% | +97.6% |
| All | +368.4% | +472.5% | -104.1% | +97.6% |
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