+911.5%
BE vs NDAQ
+248.8%
+662.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.9% | +9.2% | +8.8% |
| 7D | +20.0% | -2.4% | +22.4% | +22.2% |
| 30D | +7.9% | +2.5% | +5.5% | +5.7% |
| 3M | -13.2% | +9.9% | -23.1% | -22.0% |
| 6M | +53.5% | +9.4% | +44.0% | +35.2% |
| YTD | +191.0% | +0.4% | +190.6% | +171.4% |
| 1Y | +360.5% | +4.0% | +356.5% | +315.4% |
| 3Y | +1,568.0% | +94.4% | +1,473.6% | +775.7% |
| 5Y | +1,055.2% | +56.7% | +998.5% | +631.0% |
| All | +911.5% | +248.8% | +662.7% | +229.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling