+3,553.2%
FIX vs NDAQ
+471.8%
+3,081.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.2% | -1.3% |
| 7D | +9.4% | +1.3% | +8.2% | +8.7% |
| 30D | -27.8% | +18.0% | -45.7% | -34.5% |
| 3M | -35.6% | +11.5% | -47.1% | -39.9% |
| 6M | -45.2% | +21.1% | -66.3% | -52.2% |
| YTD | +19.5% | +12.8% | +6.7% | +7.0% |
| 1Y | +24.2% | +25.7% | -1.5% | +3.6% |
| 3Y | +494.2% | +116.8% | +377.4% | +249.4% |
| 5Y | +1,036.1% | +67.3% | +968.9% | +673.7% |
| All | +3,553.2% | +471.8% | +3,081.4% | +950.1% |
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