+238.2%
B vs NDAQ
+2,327.9%
-2,089.7%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.9% | -0.4% | -2.0% |
| 7D | -1.6% | -2.4% | +0.9% | -1.3% |
| 30D | +9.4% | +2.5% | +7.0% | +9.1% |
| 3M | +5.0% | +9.9% | -4.9% | +3.5% |
| 6M | -3.5% | +9.4% | -13.0% | -5.0% |
| YTD | +4.5% | +0.4% | +4.0% | +4.0% |
| 1Y | +67.8% | +4.0% | +63.7% | +66.1% |
| 3Y | +196.7% | +94.4% | +102.3% | +169.4% |
| 5Y | +151.9% | +56.7% | +95.2% | +133.7% |
| 10Y | +202.2% | +375.3% | -173.1% | +141.6% |
| All | +238.2% | +2,327.9% | -2,089.7% | +155.3% |
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