+668.0%
BE vs NDAQ
+291.8%
+376.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.2% | -4.8% | -4.8% |
| 7D | +10.8% | +1.3% | +9.6% | +9.8% |
| 30D | -19.8% | +18.0% | -37.7% | -29.9% |
| 3M | -18.7% | +11.5% | -30.2% | -26.2% |
| 6M | -33.7% | +21.1% | -54.8% | -45.8% |
| YTD | +121.0% | +12.8% | +108.1% | +86.3% |
| 1Y | +85.4% | +25.7% | +59.7% | +41.6% |
| 3Y | +1,709.5% | +116.8% | +1,592.7% | +764.3% |
| 5Y | +462.2% | +67.3% | +394.9% | +234.8% |
| All | +668.0% | +291.8% | +376.1% | +125.9% |
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