+514.0%
NOW vs NDAQ
+471.8%
+42.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.7% | +1.7% |
| 7D | +0.3% | +1.3% | -1.0% | -0.7% |
| 30D | -27.0% | +18.0% | -44.9% | -36.0% |
| 3M | -19.6% | +11.5% | -31.2% | -26.4% |
| 6M | +17.5% | +21.1% | -3.6% | +1.1% |
| YTD | -33.3% | +12.8% | -46.1% | -39.5% |
| 1Y | -39.8% | +25.7% | -65.5% | -49.9% |
| 3Y | -19.9% | +116.8% | -136.7% | -56.1% |
| 5Y | -26.1% | +67.3% | -93.3% | -51.2% |
| All | +514.0% | +471.8% | +42.2% | +73.9% |
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