+193.4%
NI vs NDAQ
+471.8%
-278.3%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.6% |
| 7D | +4.3% | +1.3% | +3.0% | +3.8% |
| 30D | +12.4% | +18.0% | -5.6% | +5.3% |
| 3M | +10.2% | +11.5% | -1.4% | +5.4% |
| 6M | -0.8% | +21.1% | -21.9% | -8.7% |
| YTD | +13.2% | +12.8% | +0.4% | +6.4% |
| 1Y | +10.1% | +25.7% | -15.6% | -1.4% |
| 3Y | +103.1% | +116.8% | -13.7% | +40.9% |
| 5Y | +115.5% | +67.3% | +48.3% | +65.2% |
| All | +193.4% | +471.8% | -278.3% | +31.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling