+387.2%
BE vs NDAQ
+60.8%
+326.4%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.3% | +3.1% | +3.2% |
| 7D | -14.7% | +0.8% | -15.6% | -15.3% |
| 30D | -40.5% | +16.5% | -57.1% | -47.3% |
| 3M | -24.3% | +13.5% | -37.8% | -32.0% |
| 6M | -39.3% | +20.9% | -60.2% | -50.3% |
| YTD | +99.4% | +11.4% | +88.0% | +70.8% |
| 1Y | +26.6% | +25.9% | +0.7% | -4.9% |
| 3Y | +1,616.9% | +119.9% | +1,497.1% | +619.8% |
| All | +387.2% | +60.8% | +326.4% | +160.0% |
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