+1.3%
NDAQ vs ESTC
+0.7%
+0.6%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | ESTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.7% | +1.8% | -1.3% |
| 7D | -2.6% | -4.3% | +1.7% | -1.9% |
| 30D | +0.5% | +17.7% | -17.2% | -2.9% |
| 3M | +9.9% | +42.3% | -32.4% | +2.1% |
| 6M | +8.2% | +64.6% | -56.4% | -2.5% |
| YTD | -1.5% | +17.2% | -18.7% | -9.1% |
| 1Y | +1.3% | -4.2% | +5.5% | -8.3% |
| All | +1.3% | +0.7% | +0.6% | -8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ESTC.
Daily Out/Under-Performance
Portfolio return minus ESTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESTC 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded ESTC 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling