+72.2%
F vs NDAQ
+472.5%
-400.3%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.4% | -3.3% | -2.6% |
| 7D | -0.2% | +2.9% | -3.1% | -1.7% |
| 30D | +0.9% | +17.5% | -16.6% | -7.2% |
| 3M | -11.3% | +15.4% | -26.8% | -18.0% |
| 6M | +2.0% | +24.6% | -22.6% | -9.8% |
| YTD | -3.2% | +14.4% | -17.6% | -11.3% |
| 1Y | -3.5% | +26.9% | -30.4% | -16.6% |
| 3Y | +48.1% | +119.8% | -71.7% | -9.7% |
| 5Y | -13.5% | +70.5% | -84.0% | -39.7% |
| 10Y | +72.2% | +475.8% | -403.6% | -39.8% |
| All | +72.2% | +472.5% | -400.3% | -39.8% |
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