+116.3%
MP vs NDAQ
+122.0%
-5.7%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -2.6% | -3.4% | -5.6% |
| 7D | -19.0% | +1.2% | -20.1% | -19.2% |
| 30D | -30.5% | +15.8% | -46.3% | -32.6% |
| 3M | -29.6% | +13.4% | -42.9% | -31.4% |
| 6M | -50.4% | +20.9% | -71.3% | -52.8% |
| YTD | -33.2% | +11.1% | -44.3% | -34.7% |
| 1Y | -38.6% | +26.5% | -65.1% | -43.7% |
| All | +116.3% | +122.0% | -5.7% | +2.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling