+64.6%
MAR vs NDAQ
+91.7%
-27.1%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.9% | -0.4% | -1.5% |
| 7D | -1.7% | -2.6% | +0.8% | -0.7% |
| 30D | -6.9% | +0.5% | -7.4% | -7.1% |
| 3M | -15.8% | +9.9% | -25.7% | -19.3% |
| 6M | +1.9% | +8.2% | -6.3% | -2.0% |
| YTD | +6.6% | -1.5% | +8.1% | +6.9% |
| 1Y | +23.7% | +1.3% | +22.4% | +21.8% |
| 3Y | +64.6% | +92.6% | -28.0% | +21.3% |
| All | +64.6% | +91.7% | -27.1% | +21.3% |
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