+81.0%
F vs NDAQ
+484.3%
-403.3%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.3% | -0.6% | 0.0% |
| 7D | -0.6% | -0.1% | -0.5% | -0.6% |
| 30D | +2.9% | +15.9% | -13.0% | -4.7% |
| 3M | -9.5% | +15.1% | -24.6% | -16.1% |
| 6M | +4.0% | +22.9% | -18.9% | -7.4% |
| YTD | -1.3% | +12.8% | -14.1% | -8.9% |
| 1Y | -1.9% | +26.0% | -27.9% | -15.0% |
| 3Y | +53.5% | +119.7% | -66.2% | -6.5% |
| 5Y | -15.1% | +65.4% | -80.5% | -39.9% |
| 10Y | +81.0% | +469.3% | -388.3% | -36.4% |
| All | +81.0% | +484.3% | -403.3% | -36.4% |
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