+4,440.6%
DE vs NDAQ
+2,327.9%
+2,112.8%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.9% | +1.7% | +0.5% |
| 7D | +10.0% | -2.4% | +12.5% | +10.8% |
| 30D | +13.3% | +2.5% | +10.9% | +12.3% |
| 3M | +17.5% | +9.9% | +7.6% | +13.2% |
| 6M | +13.6% | +9.4% | +4.1% | +9.0% |
| YTD | +49.8% | +0.4% | +49.4% | +47.1% |
| 1Y | +47.9% | +4.0% | +43.8% | +43.1% |
| 3Y | +72.5% | +94.4% | -21.9% | +34.3% |
| 5Y | +90.2% | +56.7% | +33.5% | +56.6% |
| 10Y | +865.4% | +375.3% | +490.1% | +450.1% |
| All | +4,440.6% | +2,327.9% | +2,112.8% | +1,644.6% |
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 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