+112.5%
NET vs NDAQ
+55.8%
+56.6%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.9% | -0.1% | 0.0% |
| 7D | -7.0% | -2.4% | -4.5% | -4.4% |
| 30D | -4.8% | +2.5% | -7.2% | -7.0% |
| 3M | +3.8% | +9.9% | -6.1% | -7.7% |
| 6M | +50.0% | +9.4% | +40.6% | +32.8% |
| YTD | +41.5% | +0.4% | +41.1% | +36.9% |
| 1Y | +32.8% | +4.0% | +28.8% | +21.8% |
| 3Y | +335.9% | +94.4% | +241.5% | +65.7% |
| All | +112.5% | +55.8% | +56.6% | +5.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling