+6.8%
CI vs NDAQ
+94.9%
-88.1%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.9% | +0.5% | -1.1% |
| 7D | +1.3% | -2.4% | +3.8% | +1.6% |
| 30D | +4.4% | +2.5% | +2.0% | +4.2% |
| 3M | +0.7% | +9.9% | -9.3% | -0.5% |
| 6M | +0.3% | +9.4% | -9.1% | -0.9% |
| YTD | +3.8% | +0.4% | +3.4% | +3.3% |
| 1Y | -5.5% | +4.0% | -9.5% | -6.4% |
| All | +6.8% | +94.9% | -88.1% | -3.6% |
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 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