+43.9%
DE vs NDAQ
+24.5%
+19.4%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.6% | -0.8% |
| 7D | +0.3% | +1.3% | -1.0% | +0.4% |
| 30D | +3.6% | +18.0% | -14.4% | +5.8% |
| 3M | +10.2% | +11.5% | -1.3% | +11.7% |
| 6M | +16.6% | +21.1% | -4.5% | +20.5% |
| YTD | +45.8% | +12.8% | +33.0% | +53.5% |
| 1Y | +43.9% | +25.7% | +18.2% | +52.8% |
| All | +43.9% | +24.5% | +19.4% | +52.8% |
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