-38.7%
NOW vs NDAQ
+28.8%
-67.5%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.6% | -2.9% | -2.4% |
| 7D | -27.5% | +3.9% | -31.5% | -29.9% |
| 30D | -20.0% | +19.0% | -39.0% | -31.3% |
| 3M | -7.9% | +17.6% | -25.5% | -19.9% |
| 6M | +18.3% | +21.0% | -2.7% | +0.4% |
| YTD | -29.0% | +14.1% | -43.1% | -38.5% |
| 1Y | -38.7% | +29.4% | -68.1% | -49.1% |
| All | -38.7% | +28.8% | -67.5% | -49.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling