+428.8%
MAR vs NDAQ
+382.2%
+46.6%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.7% | +1.2% |
| 7D | -0.5% | -1.6% | +1.1% | +0.2% |
| 30D | -4.7% | -1.5% | -3.2% | -4.1% |
| 3M | -15.6% | +8.0% | -23.6% | -18.8% |
| 6M | +1.2% | +7.7% | -6.5% | -2.9% |
| YTD | +7.5% | -2.3% | +9.8% | +7.1% |
| 1Y | +26.6% | +0.6% | +26.1% | +24.1% |
| 3Y | +66.0% | +90.9% | -25.0% | +20.7% |
| 5Y | +154.1% | +52.5% | +101.6% | +100.4% |
| All | +428.8% | +382.2% | +46.6% | +162.0% |
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