+45.9%
BE vs NDAQ
+26.8%
+19.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.4% | -5.8% | -3.9% |
| 7D | -13.4% | +2.9% | -16.2% | -12.5% |
| 30D | -33.9% | +17.5% | -51.4% | -29.9% |
| 3M | -12.0% | +15.4% | -27.4% | -7.1% |
| 6M | -29.0% | +24.6% | -53.6% | -23.3% |
| YTD | +113.4% | +14.4% | +99.0% | +114.9% |
| All | +45.9% | +26.8% | +19.1% | +3.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling