+3,644.4%
FIX vs NDAQ
+472.5%
+3,172.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.4% | -2.1% | -1.4% |
| 7D | -13.9% | +2.9% | -16.8% | -15.3% |
| 30D | -35.5% | +17.5% | -53.0% | -41.4% |
| 3M | -33.9% | +15.4% | -49.4% | -39.6% |
| 6M | -43.3% | +24.6% | -67.9% | -51.3% |
| YTD | +18.7% | +14.4% | +4.2% | +5.5% |
| 1Y | +13.8% | +26.9% | -13.2% | -5.5% |
| 3Y | +495.0% | +119.8% | +375.1% | +247.9% |
| 5Y | +1,049.0% | +70.5% | +978.6% | +674.8% |
| 10Y | +3,644.4% | +475.8% | +3,168.6% | +1,044.8% |
| All | +3,644.4% | +472.5% | +3,172.0% | +1,044.8% |
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