+239.8%
EW vs NDAQ
+484.3%
-244.5%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.3% | +1.2% | +1.9% |
| 7D | +12.3% | -0.1% | +12.4% | +12.3% |
| 30D | +22.9% | +15.9% | +7.0% | +14.7% |
| 3M | +16.7% | +15.1% | +1.6% | +9.0% |
| 6M | +31.0% | +22.9% | +8.1% | +17.8% |
| YTD | +22.8% | +12.8% | +10.0% | +14.2% |
| 1Y | +25.6% | +26.0% | -0.4% | +10.4% |
| 3Y | +62.0% | +119.7% | -57.7% | +2.2% |
| 5Y | -12.8% | +65.4% | -78.2% | -36.7% |
| 10Y | +239.8% | +469.3% | -229.5% | +24.2% |
| All | +239.8% | +484.3% | -244.5% | +24.2% |
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