+208.1%
C vs NDAQ
+122.6%
+85.5%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.2% | +0.4% |
| 7D | -2.4% | +0.8% | -3.2% | -2.7% |
| 30D | -6.0% | +16.5% | -22.5% | -12.8% |
| 3M | -10.5% | +13.5% | -24.0% | -16.1% |
| 6M | -5.7% | +20.9% | -26.6% | -15.1% |
| YTD | +4.1% | +11.4% | -7.3% | -2.4% |
| 1Y | +20.5% | +25.9% | -5.4% | +3.6% |
| 3Y | +208.1% | +119.9% | +88.3% | +97.3% |
| All | +208.1% | +122.6% | +85.5% | +97.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling