+53.9%
F vs NDAQ
+55.8%
-1.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.9% | +3.3% | +2.3% |
| 7D | +5.3% | -2.4% | +7.8% | +6.4% |
| 30D | +4.6% | +2.5% | +2.1% | +3.3% |
| 3M | -3.7% | +9.9% | -13.6% | -8.1% |
| 6M | +16.8% | +9.4% | +7.4% | +11.4% |
| YTD | +15.3% | +0.4% | +14.9% | +14.0% |
| 1Y | +31.0% | +4.0% | +27.0% | +26.8% |
| 3Y | +45.4% | +94.4% | -48.9% | -3.5% |
| All | +53.9% | +55.8% | -1.9% | +6.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling