+176.8%
MS vs NDAQ
+117.7%
+59.1%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +0.9% | +0.9% |
| 7D | +5.1% | +1.3% | +3.8% | +4.4% |
| 30D | +5.7% | +18.0% | -12.3% | -2.8% |
| 3M | -12.2% | +11.5% | -23.7% | -17.0% |
| 6M | -0.5% | +21.1% | -21.6% | -10.8% |
| YTD | +9.8% | +12.8% | -3.0% | +2.2% |
| 1Y | +17.7% | +25.7% | -8.0% | +1.4% |
| 3Y | +176.8% | +116.8% | +60.0% | +90.3% |
| All | +176.8% | +117.7% | +59.1% | +90.3% |
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 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