+1,251.0%
BE vs NDAQ
+55.5%
+1,195.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -1.9% | +11.5% | +11.1% |
| 7D | +29.8% | -2.6% | +32.3% | +32.1% |
| 30D | +26.4% | +0.5% | +25.9% | +25.5% |
| 3M | +9.3% | +9.9% | -0.6% | -2.5% |
| 6M | +105.1% | +8.2% | +96.9% | +80.7% |
| YTD | +219.0% | -1.5% | +220.5% | +202.2% |
| 1Y | +418.8% | +1.3% | +417.4% | +376.6% |
| 3Y | +1,784.6% | +92.6% | +1,692.0% | +784.7% |
| 5Y | +1,251.0% | +53.8% | +1,197.2% | +653.2% |
| All | +1,251.0% | +55.5% | +1,195.5% | +653.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling