+46.0%
F vs NDAQ
+94.9%
-48.9%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.9% | +3.3% | +1.9% |
| 7D | +5.3% | -2.4% | +7.8% | +6.0% |
| 30D | +4.6% | +2.5% | +2.1% | +3.8% |
| 3M | -3.7% | +9.9% | -13.6% | -6.2% |
| 6M | +16.8% | +9.4% | +7.4% | +13.8% |
| YTD | +15.3% | +0.4% | +14.9% | +15.0% |
| 1Y | +31.0% | +4.0% | +27.0% | +29.0% |
| All | +46.0% | +94.9% | -48.9% | +15.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling