+227.1%
LOW vs NDAQ
+370.8%
-143.7%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.3% | +1.3% | +0.2% |
| 7D | -2.6% | -6.8% | +4.2% | +0.8% |
| 30D | -11.1% | -3.2% | -8.0% | -9.8% |
| 3M | -8.5% | +6.5% | -15.0% | -11.8% |
| 6M | -20.8% | +5.7% | -26.6% | -23.9% |
| YTD | -17.2% | -4.6% | -12.6% | -16.7% |
| 1Y | -24.7% | -1.6% | -23.2% | -25.9% |
| 3Y | -9.7% | +86.4% | -96.2% | -39.7% |
| 5Y | +6.0% | +50.3% | -44.3% | -21.4% |
| All | +227.1% | +370.8% | -143.7% | +21.6% |
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