+179.3%
IJH vs NDAQ
+368.2%
-189.0%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.3% | +1.1% |
| 7D | -1.9% | -5.6% | +3.7% | +1.0% |
| 30D | -4.6% | -4.4% | -0.3% | -2.6% |
| 3M | -1.2% | +5.9% | -7.0% | -4.9% |
| 6M | +9.4% | +7.7% | +1.7% | +3.7% |
| YTD | +13.3% | -5.2% | +18.5% | +14.2% |
| 1Y | +13.4% | -3.4% | +16.7% | +12.8% |
| 3Y | +50.4% | +85.6% | -35.2% | +2.1% |
| 5Y | +49.0% | +49.5% | -0.5% | +11.7% |
| All | +179.3% | +368.2% | -189.0% | +13.6% |
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 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