+2,327.9%
NDAQ vs D
+441.0%
+1,886.9%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.4% | -1.6% |
| 7D | -2.4% | +1.5% | -3.9% | -3.1% |
| 30D | +2.5% | -2.6% | +5.0% | +3.7% |
| 3M | +9.9% | 0.0% | +9.9% | +9.7% |
| 6M | +9.4% | +7.4% | +2.1% | +4.8% |
| YTD | +0.4% | +15.9% | -15.5% | -7.9% |
| 1Y | +4.0% | +18.1% | -14.1% | -5.8% |
| 3Y | +94.4% | +58.4% | +36.0% | +46.7% |
| 5Y | +56.7% | +5.2% | +51.5% | +44.5% |
| 10Y | +375.3% | +35.9% | +339.4% | +266.2% |
| All | +2,327.9% | +441.0% | +1,886.9% | +918.8% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded D 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling