+3,800.0%
FIX vs NDAQ
+484.3%
+3,315.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +1.3% | +8.1% | +8.7% |
| 7D | -7.2% | -0.1% | -7.1% | -7.3% |
| 30D | -35.1% | +15.9% | -51.0% | -40.5% |
| 3M | -34.3% | +15.1% | -49.4% | -39.8% |
| 6M | -42.9% | +22.9% | -65.8% | -50.6% |
| YTD | +19.5% | +12.8% | +6.6% | +7.0% |
| 1Y | +16.8% | +26.0% | -9.2% | -2.7% |
| 3Y | +506.7% | +119.7% | +387.0% | +254.4% |
| 5Y | +1,046.7% | +65.4% | +981.3% | +687.9% |
| 10Y | +3,800.0% | +469.3% | +3,330.7% | +1,096.8% |
| All | +3,800.0% | +484.3% | +3,315.7% | +1,096.8% |
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