+151.5%
EXC vs NDAQ
+372.3%
-220.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.9% | +2.6% | +1.5% |
| 7D | +1.2% | -2.6% | +3.8% | +2.3% |
| 30D | -2.7% | +0.5% | -3.2% | -3.0% |
| 3M | -1.0% | +9.9% | -10.9% | -5.3% |
| 6M | -9.3% | +8.2% | -17.5% | -13.1% |
| YTD | +3.6% | -1.5% | +5.1% | +2.7% |
| 1Y | +5.9% | +1.3% | +4.6% | +3.2% |
| 3Y | +21.3% | +92.6% | -71.3% | -16.0% |
| 5Y | +46.2% | +53.8% | -7.7% | +10.8% |
| 10Y | +151.5% | +376.0% | -224.5% | +16.3% |
| All | +151.5% | +372.3% | -220.9% | +16.3% |
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