+156.4%
MAR vs NDAQ
+55.5%
+100.9%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.9% | -0.4% | -1.5% |
| 7D | -1.7% | -2.6% | +0.8% | -0.6% |
| 30D | -6.9% | +0.5% | -7.4% | -7.2% |
| 3M | -15.8% | +9.9% | -25.7% | -19.6% |
| 6M | +1.9% | +8.2% | -6.3% | -2.3% |
| YTD | +6.6% | -1.5% | +8.1% | +6.2% |
| 1Y | +23.7% | +1.3% | +22.4% | +21.1% |
| 3Y | +64.6% | +92.6% | -28.0% | +17.7% |
| 5Y | +156.4% | +53.8% | +102.5% | +96.4% |
| All | +156.4% | +55.5% | +100.9% | +96.4% |
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