-34.6%
MP vs NDAQ
+28.8%
-63.4%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +2.6% | -7.6% | -4.7% |
| 7D | -12.5% | +3.9% | -16.5% | -12.0% |
| 30D | -23.3% | +19.0% | -42.3% | -21.5% |
| 3M | -24.4% | +17.6% | -41.9% | -22.6% |
| 6M | -45.8% | +21.0% | -66.7% | -43.7% |
| YTD | -28.9% | +14.1% | -43.0% | -27.9% |
| 1Y | -34.6% | +29.4% | -64.0% | -46.0% |
| All | -34.6% | +28.8% | -63.4% | -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