-2.3%
F vs NDAQ
+27.8%
-30.1%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.4% | -2.1% | -1.0% |
| 7D | +1.0% | +2.9% | -1.9% | +0.4% |
| 30D | +2.1% | +17.5% | -15.4% | -0.9% |
| 3M | -10.3% | +15.4% | -25.7% | -12.8% |
| 6M | +3.3% | +24.6% | -21.3% | -0.4% |
| YTD | -2.0% | +14.4% | -16.4% | -3.8% |
| 1Y | -2.3% | +26.9% | -29.2% | -9.2% |
| All | -2.3% | +27.8% | -30.1% | -9.2% |
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