+521.8%
NOW vs NDAQ
+475.0%
+46.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.3% | +3.5% | +3.4% |
| 7D | -5.6% | 0.0% | -5.5% | -5.5% |
| 30D | -26.8% | +16.3% | -43.1% | -35.1% |
| 3M | -19.4% | +15.8% | -35.2% | -28.4% |
| 6M | +12.3% | +24.8% | -12.5% | -5.6% |
| YTD | -32.9% | +14.1% | -47.0% | -39.7% |
| 1Y | -40.3% | +26.5% | -66.8% | -50.5% |
| 3Y | -19.1% | +119.1% | -138.2% | -56.0% |
| 5Y | -24.4% | +70.9% | -95.3% | -50.9% |
| 10Y | +521.8% | +479.7% | +42.1% | +83.2% |
| All | +521.8% | +475.0% | +46.8% | +83.2% |
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