+977.1%
BE vs NDAQ
+239.2%
+737.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.9% | -2.0% | -2.2% |
| 7D | +23.9% | -1.6% | +25.5% | +25.3% |
| 30D | +27.8% | -1.5% | +29.3% | +29.0% |
| 3M | +3.7% | +8.0% | -4.3% | -5.9% |
| 6M | +78.0% | +7.7% | +70.2% | +58.3% |
| YTD | +209.9% | -2.3% | +212.2% | +195.0% |
| 1Y | +389.6% | +0.6% | +389.0% | +354.1% |
| 3Y | +1,730.6% | +90.9% | +1,639.7% | +872.8% |
| 5Y | +1,227.8% | +52.5% | +1,175.4% | +757.6% |
| All | +977.1% | +239.2% | +737.9% | +257.7% |
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 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