-41.4%
C vs NDAQ
+2,593.6%
-2,635.0%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.2% | +0.4% |
| 7D | -2.4% | +0.8% | -3.2% | -2.8% |
| 30D | -6.0% | +16.5% | -22.5% | -13.7% |
| 3M | -10.5% | +13.5% | -24.0% | -16.9% |
| 6M | -5.7% | +20.9% | -26.6% | -16.3% |
| YTD | +4.1% | +11.4% | -7.3% | -4.1% |
| 1Y | +20.5% | +25.9% | -5.4% | +3.7% |
| 3Y | +208.1% | +119.9% | +88.3% | +94.7% |
| 5Y | +110.4% | +61.7% | +48.7% | +53.8% |
| 10Y | +234.6% | +481.6% | -247.0% | +21.0% |
| All | -41.4% | +2,593.6% | -2,635.0% | -85.7% |
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