+45.2%
MO vs NDAQ
+24.5%
+20.8%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +0.9% |
| 7D | +3.3% | +1.3% | +2.1% | +3.4% |
| 30D | +7.5% | +18.0% | -10.4% | +8.5% |
| 3M | +22.8% | +11.5% | +11.2% | +23.3% |
| 6M | +13.4% | +21.1% | -7.7% | +15.2% |
| YTD | +43.0% | +12.8% | +30.2% | +43.7% |
| 1Y | +45.2% | +25.7% | +19.5% | +46.0% |
| All | +45.2% | +24.5% | +20.8% | +46.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling