+18.3%
NOW vs NDAQ
+94.9%
-76.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.9% | -1.1% | -1.5% |
| 7D | -2.4% | -2.4% | +0.1% | -0.3% |
| 30D | +20.5% | +2.5% | +18.1% | +18.3% |
| 3M | +18.3% | +9.9% | +8.4% | +9.5% |
| 6M | +24.1% | +9.4% | +14.6% | +15.6% |
| YTD | -7.8% | +0.4% | -8.2% | -8.5% |
| 1Y | -21.4% | +4.0% | -25.4% | -24.3% |
| All | +18.3% | +94.9% | -76.6% | -22.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling