+3.7%
F vs NDAQ
+28.8%
-25.1%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.6% | +0.4% | +2.4% |
| 7D | +6.0% | +3.9% | +2.1% | +5.3% |
| 30D | +4.3% | +19.0% | -14.7% | +0.9% |
| 3M | -10.1% | +17.6% | -27.6% | -12.9% |
| 6M | +12.8% | +21.0% | -8.2% | +9.3% |
| YTD | -0.1% | +14.1% | -14.2% | -1.8% |
| 1Y | +3.7% | +29.4% | -25.8% | -4.8% |
| All | +3.7% | +28.8% | -25.1% | -4.8% |
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