-3.5%
F vs NDAQ
+26.4%
-30.0%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.2% |
| 7D | -2.1% | 0.0% | -2.1% | -2.1% |
| 30D | +3.3% | +16.3% | -13.0% | +0.4% |
| 3M | -11.3% | +15.8% | -27.1% | -13.8% |
| 6M | +5.3% | +24.8% | -19.5% | +1.5% |
| YTD | -2.2% | +14.1% | -16.3% | -4.0% |
| 1Y | -3.5% | +26.5% | -30.1% | -10.8% |
| All | -3.5% | +26.4% | -30.0% | -10.8% |
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