+67.3%
F vs NDAQ
+471.8%
-404.5%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.2% | +0.2% |
| 7D | -3.1% | +1.3% | -4.4% | -3.7% |
| 30D | 0.0% | +18.0% | -17.9% | -8.2% |
| 3M | -13.2% | +11.5% | -24.7% | -18.2% |
| 6M | -10.2% | +21.1% | -31.3% | -19.5% |
| YTD | -4.9% | +12.8% | -17.7% | -12.3% |
| 1Y | -6.1% | +25.7% | -31.8% | -18.5% |
| 3Y | +46.0% | +116.8% | -70.8% | -10.4% |
| 5Y | -15.7% | +67.3% | -83.0% | -40.7% |
| All | +67.3% | +471.8% | -404.5% | -41.8% |
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 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