+17.1%
CI vs NDAQ
+27.2%
-10.1%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.3% | -2.9% | -2.7% |
| 7D | -1.6% | +0.8% | -2.4% | -1.7% |
| 30D | +5.4% | +16.5% | -11.1% | +3.3% |
| 3M | +7.3% | +13.5% | -6.2% | +5.4% |
| 6M | +5.3% | +20.9% | -15.6% | +2.6% |
| YTD | +8.5% | +11.4% | -2.9% | +5.6% |
| 1Y | +17.1% | +25.9% | -8.8% | +10.6% |
| All | +17.1% | +27.2% | -10.1% | +10.6% |
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