+140.2%
NI vs NDAQ
+368.2%
-228.1%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.5% | +0.2% |
| 7D | 0.0% | -5.6% | +5.6% | +2.2% |
| 30D | -1.4% | -4.4% | +3.0% | +0.2% |
| 3M | -10.6% | +5.9% | -16.4% | -13.1% |
| 6M | -9.3% | +7.7% | -17.1% | -12.9% |
| YTD | +1.1% | -5.2% | +6.3% | +1.8% |
| 1Y | +3.4% | -3.4% | +6.7% | +2.9% |
| 3Y | +67.9% | +85.6% | -17.7% | +23.6% |
| 5Y | +98.0% | +49.5% | +48.5% | +57.0% |
| All | +140.2% | +368.2% | -228.1% | +20.1% |
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