+145.0%
ALL vs NDAQ
+60.8%
+84.2%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.3% | -4.7% | -4.5% |
| 7D | -1.9% | +0.8% | -2.8% | -2.2% |
| 30D | +13.8% | +16.5% | -2.7% | +9.5% |
| 3M | -7.0% | +13.5% | -20.5% | -10.0% |
| 6M | +18.0% | +20.9% | -2.9% | +12.0% |
| YTD | +24.2% | +11.4% | +12.8% | +20.0% |
| 1Y | +31.2% | +25.9% | +5.3% | +22.2% |
| 3Y | +107.5% | +119.9% | -12.3% | +63.9% |
| All | +145.0% | +60.8% | +84.2% | +103.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling