+157.4%
ALL vs NDAQ
+94.9%
+62.4%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.9% | +0.5% | -0.9% |
| 7D | 0.0% | -2.4% | +2.5% | +0.6% |
| 30D | -1.5% | +2.5% | -3.9% | -2.0% |
| 3M | +23.6% | +9.9% | +13.7% | +20.8% |
| 6M | +22.3% | +9.4% | +12.9% | +19.4% |
| YTD | +26.5% | +0.4% | +26.1% | +26.0% |
| 1Y | +27.0% | +4.0% | +23.0% | +24.9% |
| All | +157.4% | +94.9% | +62.4% | +114.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling