+475.8%
NDAQ vs CG
+308.6%
+167.2%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.4% | +2.8% | +1.9% |
| 7D | +2.9% | +2.0% | +0.9% | +2.1% |
| 30D | +17.5% | +8.5% | +8.9% | +14.3% |
| 3M | +15.4% | -12.1% | +27.6% | +19.9% |
| 6M | +24.6% | -16.4% | +41.0% | +31.0% |
| YTD | +14.4% | -28.0% | +42.4% | +25.5% |
| 1Y | +26.9% | -18.9% | +45.8% | +33.9% |
| 3Y | +119.8% | +51.2% | +68.6% | +82.1% |
| 5Y | +70.5% | -15.9% | +86.4% | +64.3% |
| 10Y | +475.8% | +305.9% | +169.9% | +276.4% |
| All | +475.8% | +308.6% | +167.2% | +276.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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