+130.7%
C vs NDAQ
+55.8%
+74.8%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.9% | +1.5% | +0.6% |
| 7D | +3.6% | -2.4% | +6.1% | +4.8% |
| 30D | +0.1% | +2.5% | -2.4% | -1.2% |
| 3M | +2.4% | +9.9% | -7.5% | -2.9% |
| 6M | +24.9% | +9.4% | +15.5% | +18.1% |
| YTD | +19.8% | +0.4% | +19.4% | +17.9% |
| 1Y | +44.9% | +4.0% | +40.8% | +39.5% |
| 3Y | +263.0% | +94.4% | +168.6% | +156.3% |
| All | +130.7% | +55.8% | +74.8% | +60.9% |
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 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