+641.7%
BE vs NDAQ
+297.4%
+344.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.4% | -5.8% | -5.4% |
| 7D | -13.4% | +2.9% | -16.2% | -15.0% |
| 30D | -33.9% | +17.5% | -51.4% | -42.0% |
| 3M | -12.0% | +15.4% | -27.4% | -22.1% |
| 6M | -29.0% | +24.6% | -53.6% | -43.3% |
| YTD | +113.4% | +14.4% | +99.0% | +78.0% |
| 1Y | +33.2% | +26.9% | +6.2% | +1.4% |
| 3Y | +1,659.2% | +119.8% | +1,539.4% | +731.6% |
| 5Y | +461.4% | +70.5% | +390.9% | +229.4% |
| All | +641.7% | +297.4% | +344.2% | +115.9% |
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