+206.5%
B vs NDAQ
+2,593.6%
-2,387.1%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.3% | +0.5% |
| 7D | +9.6% | +0.8% | +8.8% | +9.5% |
| 30D | +3.5% | +16.5% | -13.0% | +1.4% |
| 3M | -1.6% | +13.5% | -15.1% | -3.3% |
| 6M | -1.7% | +20.9% | -22.6% | -4.4% |
| YTD | -5.3% | +11.4% | -16.7% | -7.1% |
| 1Y | +27.2% | +25.9% | +1.3% | +22.8% |
| 3Y | +166.1% | +119.9% | +46.3% | +137.7% |
| 5Y | +136.5% | +61.7% | +74.7% | +118.3% |
| 10Y | +172.2% | +481.6% | -309.4% | +111.9% |
| All | +206.5% | +2,593.6% | -2,387.1% | +128.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling