+499.2%
NOW vs NDAQ
+475.8%
+23.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.7% | -0.6% |
| 7D | -3.0% | +0.8% | -3.8% | -3.7% |
| 30D | -26.0% | +16.5% | -42.6% | -34.5% |
| 3M | -13.1% | +13.5% | -26.6% | -21.5% |
| 6M | +14.5% | +20.9% | -6.4% | -1.3% |
| YTD | -33.4% | +11.4% | -44.8% | -39.0% |
| 1Y | -40.6% | +25.9% | -66.6% | -50.5% |
| 3Y | -16.3% | +119.9% | -136.2% | -54.5% |
| 5Y | -26.3% | +61.7% | -88.1% | -50.1% |
| All | +499.2% | +475.8% | +23.4% | +82.8% |
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