+29.5%
DOW vs NDAQ
+0.5%
+28.9%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.6% |
| 7D | -6.0% | -1.6% | -4.4% | -6.0% |
| 30D | -2.7% | -1.5% | -1.3% | -2.8% |
| 3M | -10.5% | +8.0% | -18.5% | -10.7% |
| 6M | -12.4% | +7.7% | -20.2% | -12.3% |
| YTD | +30.0% | -2.3% | +32.4% | +34.4% |
| All | +29.5% | +0.5% | +28.9% | +29.9% |
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