+228.9%
ARM vs NDAQ
+122.6%
+106.2%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.3% | +4.5% | +4.6% |
| 7D | -15.2% | +0.8% | -16.1% | -15.5% |
| 30D | -40.7% | +16.5% | -57.2% | -45.2% |
| 3M | -39.1% | +13.5% | -52.6% | -43.0% |
| 6M | -26.4% | +20.9% | -47.3% | -34.3% |
| YTD | +59.7% | +11.4% | +48.3% | +49.7% |
| 1Y | +10.3% | +25.9% | -15.6% | -6.9% |
| 3Y | +228.9% | +119.9% | +109.0% | +88.7% |
| All | +228.9% | +122.6% | +106.2% | +88.7% |
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 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