-9.5%
LVS vs NDAQ
+117.7%
-127.2%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.2% | +2.9% | +2.8% |
| 7D | -0.8% | +1.3% | -2.1% | -1.3% |
| 30D | +10.0% | +18.0% | -8.0% | +3.2% |
| 3M | -11.0% | +11.5% | -22.6% | -14.8% |
| 6M | -20.1% | +21.1% | -41.2% | -26.2% |
| YTD | -36.3% | +12.8% | -49.2% | -39.7% |
| 1Y | -36.8% | +25.7% | -62.5% | -43.6% |
| 3Y | -9.5% | +116.8% | -126.3% | -34.3% |
| All | -9.5% | +117.7% | -127.2% | -34.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling