+7.1%
LOW vs NDAQ
+66.7%
-59.6%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.2% |
| 7D | +1.4% | +1.3% | +0.2% | +0.9% |
| 30D | +21.7% | +18.0% | +3.7% | +14.6% |
| 3M | +5.0% | +11.5% | -6.5% | +0.8% |
| 6M | +4.6% | +21.1% | -16.5% | -2.9% |
| YTD | -3.5% | +12.8% | -16.3% | -8.5% |
| 1Y | +0.5% | +25.7% | -25.2% | -9.2% |
| 3Y | +24.8% | +116.8% | -92.0% | -14.4% |
| All | +7.1% | +66.7% | -59.6% | -18.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling