+79.8%
F vs NDAQ
+475.8%
-396.0%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.3% | -1.0% | -0.9% |
| 7D | +1.6% | +0.8% | +0.7% | +1.1% |
| 30D | +2.6% | +16.5% | -13.9% | -5.2% |
| 3M | -8.8% | +13.5% | -22.3% | -14.9% |
| 6M | +4.6% | +20.9% | -16.3% | -6.1% |
| YTD | -1.9% | +11.4% | -13.3% | -8.9% |
| 1Y | -0.8% | +25.9% | -26.7% | -14.0% |
| 3Y | +43.5% | +119.9% | -76.4% | -12.8% |
| 5Y | -12.1% | +61.7% | -73.8% | -36.9% |
| All | +79.8% | +475.8% | -396.0% | -36.6% |
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