+15.5%
MSCI vs NDAQ
+27.8%
-12.4%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.4% | +0.2% | +0.7% |
| 7D | +2.7% | +2.9% | -0.2% | +0.9% |
| 30D | +16.2% | +17.5% | -1.2% | +4.8% |
| 3M | +17.1% | +15.4% | +1.6% | +6.7% |
| 6M | +13.0% | +24.6% | -11.6% | -2.2% |
| YTD | +15.8% | +14.4% | +1.3% | +5.9% |
| 1Y | +15.5% | +26.9% | -11.4% | +1.1% |
| All | +15.5% | +27.8% | -12.4% | +1.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling