+254.1%
MP vs NDAQ
+193.9%
+60.2%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.3% | +4.7% | +4.8% |
| 7D | -10.5% | +0.8% | -11.4% | -11.0% |
| 30D | -23.5% | +16.5% | -40.1% | -29.7% |
| 3M | -25.4% | +13.5% | -38.9% | -30.6% |
| 6M | -51.3% | +20.9% | -72.2% | -57.0% |
| YTD | -29.9% | +11.4% | -41.3% | -35.9% |
| 1Y | -31.8% | +25.9% | -57.8% | -42.7% |
| 3Y | +127.0% | +119.9% | +7.1% | +19.0% |
| 5Y | -3.3% | +61.7% | -65.0% | -36.3% |
| All | +254.1% | +193.9% | +60.2% | +44.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling