+87.8%
DT vs NDAQ
+275.3%
-187.5%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | -0.1% | -0.1% |
| 7D | +3.1% | +1.3% | +1.9% | +2.2% |
| 30D | -29.5% | +18.0% | -47.5% | -37.5% |
| 3M | -11.7% | +11.5% | -23.2% | -18.6% |
| 6M | +29.0% | +21.1% | +7.9% | +11.2% |
| YTD | +3.4% | +12.8% | -9.4% | -6.4% |
| 1Y | -4.2% | +25.7% | -29.9% | -20.0% |
| 3Y | -12.8% | +116.8% | -129.6% | -52.8% |
| 5Y | -39.6% | +67.3% | -106.8% | -60.6% |
| All | +87.8% | +275.3% | -187.5% | -32.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling