+18.0%
CI vs NDAQ
+28.8%
-10.8%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.6% | +0.8% | +3.0% |
| 7D | +3.5% | +3.9% | -0.4% | +3.0% |
| 30D | +12.6% | +19.0% | -6.4% | +10.0% |
| 3M | +12.1% | +17.6% | -5.5% | +9.6% |
| 6M | +10.6% | +21.0% | -10.4% | +7.6% |
| YTD | +12.8% | +14.1% | -1.2% | +9.4% |
| 1Y | +18.0% | +29.4% | -11.4% | +10.3% |
| All | +18.0% | +28.8% | -10.8% | +10.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling