+112.2%
DT vs NDAQ
+224.9%
-112.7%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.5% | +1.2% |
| 7D | -0.5% | -1.6% | +1.0% | +0.6% |
| 30D | +0.1% | -1.5% | +1.5% | +1.2% |
| 3M | +24.1% | +8.0% | +16.1% | +16.7% |
| 6M | +30.1% | +7.7% | +22.4% | +22.4% |
| YTD | +16.8% | -2.3% | +19.1% | +17.7% |
| 1Y | -0.1% | +0.6% | -0.7% | -1.9% |
| 3Y | +6.8% | +90.9% | -84.1% | -36.6% |
| 5Y | -28.4% | +52.5% | -80.8% | -49.9% |
| All | +112.2% | +224.9% | -112.7% | -15.4% |
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