+800.7%
MSCI vs NDAQ
+472.5%
+328.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.4% | +0.2% | +0.5% |
| 7D | +2.7% | +2.9% | -0.2% | +0.6% |
| 30D | +16.2% | +17.5% | -1.2% | +2.7% |
| 3M | +17.1% | +15.4% | +1.6% | +4.7% |
| 6M | +13.0% | +24.6% | -11.6% | -5.1% |
| YTD | +15.8% | +14.4% | +1.3% | +3.2% |
| 1Y | +15.5% | +26.9% | -11.4% | -5.1% |
| 3Y | +32.3% | +119.8% | -87.5% | -30.9% |
| 5Y | +8.2% | +70.5% | -62.3% | -31.2% |
| 10Y | +800.7% | +475.8% | +324.9% | +134.5% |
| All | +800.7% | +472.5% | +328.2% | +134.5% |
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