+2,368.9%
MAR vs NDAQ
+2,327.9%
+41.1%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.9% | +2.0% | +0.8% |
| 7D | -4.2% | -2.4% | -1.7% | -3.3% |
| 30D | -6.7% | +2.5% | -9.1% | -7.5% |
| 3M | -12.5% | +9.9% | -22.4% | -15.7% |
| 6M | +0.6% | +9.4% | -8.9% | -3.2% |
| YTD | +9.1% | +0.4% | +8.7% | +7.7% |
| 1Y | +26.2% | +4.0% | +22.2% | +22.7% |
| 3Y | +68.2% | +94.4% | -26.2% | +30.8% |
| 5Y | +163.9% | +56.7% | +107.2% | +119.0% |
| 10Y | +420.6% | +375.3% | +45.3% | +189.0% |
| All | +2,368.9% | +2,327.9% | +41.1% | +832.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling