+277.5%
MP vs NDAQ
+197.7%
+79.8%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +1.3% | +5.3% | +5.9% |
| 7D | -1.6% | -0.1% | -1.5% | -1.5% |
| 30D | -18.2% | +15.9% | -34.0% | -24.5% |
| 3M | -26.1% | +15.1% | -41.2% | -31.7% |
| 6M | -44.0% | +22.9% | -66.9% | -51.1% |
| YTD | -25.3% | +12.8% | -38.1% | -32.1% |
| 1Y | -35.6% | +26.0% | -61.6% | -45.8% |
| 3Y | +147.1% | +119.7% | +27.4% | +30.1% |
| 5Y | -11.3% | +65.4% | -76.7% | -42.2% |
| All | +277.5% | +197.7% | +79.8% | +53.3% |
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