+193.0%
ARM vs NDAQ
+121.1%
+71.9%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +1.3% | +5.4% | +6.1% |
| 7D | -5.3% | -0.1% | -5.2% | -5.2% |
| 30D | -30.0% | +15.9% | -45.9% | -35.2% |
| 3M | -34.1% | +15.1% | -49.2% | -38.8% |
| 6M | -12.6% | +22.9% | -35.5% | -22.8% |
| YTD | +70.4% | +12.8% | +57.6% | +58.3% |
| 1Y | +22.3% | +26.0% | -3.8% | +3.6% |
| 3Y | +261.2% | +119.7% | +141.5% | +122.2% |
| All | +193.0% | +121.1% | +71.9% | +83.6% |
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