+3,015.7%
MAR vs NDAQ
+2,632.1%
+383.6%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.1% | -0.7% |
| 7D | +1.8% | +1.7% | +0.1% | +1.2% |
| 30D | +14.3% | +16.2% | -1.9% | +8.3% |
| 3M | +20.0% | +14.0% | +6.0% | +14.3% |
| 6M | +21.7% | +22.3% | -0.5% | +12.6% |
| YTD | +37.7% | +13.0% | +24.7% | +30.0% |
| 1Y | +46.8% | +24.0% | +22.8% | +34.0% |
| 3Y | +121.0% | +117.1% | +3.9% | +65.2% |
| 5Y | +183.1% | +67.5% | +115.5% | +129.2% |
| 10Y | +532.4% | +474.3% | +58.2% | +228.2% |
| All | +3,015.7% | +2,632.1% | +383.6% | +1,026.2% |
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