+5.0%
LVS vs NDAQ
+66.7%
-61.7%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.2% | +2.9% | +2.8% |
| 7D | -0.8% | +1.3% | -2.1% | -1.4% |
| 30D | +10.0% | +18.0% | -8.0% | +1.8% |
| 3M | -11.0% | +11.5% | -22.6% | -15.6% |
| 6M | -20.1% | +21.1% | -41.2% | -27.5% |
| YTD | -36.3% | +12.8% | -49.2% | -40.7% |
| 1Y | -36.8% | +25.7% | -62.5% | -44.6% |
| 3Y | -9.5% | +116.8% | -126.3% | -41.5% |
| All | +5.0% | +66.7% | -61.7% | -24.8% |
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