-42.5%
NOW vs NDAQ
+27.8%
-70.3%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.4% | -4.5% | -4.2% |
| 7D | -8.7% | +2.9% | -11.6% | -10.8% |
| 30D | -29.3% | +17.5% | -46.8% | -38.6% |
| 3M | -21.8% | +15.4% | -37.3% | -30.9% |
| 6M | +9.2% | +24.6% | -15.4% | -9.4% |
| YTD | -35.0% | +14.4% | -49.4% | -43.8% |
| 1Y | -42.5% | +26.9% | -69.4% | -52.3% |
| All | -42.5% | +27.8% | -70.3% | -52.3% |
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