-25.1%
NOW vs NDAQ
+66.7%
-91.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.7% | +1.7% |
| 7D | +0.3% | +1.3% | -1.0% | -0.9% |
| 30D | -27.0% | +18.0% | -44.9% | -37.1% |
| 3M | -19.6% | +11.5% | -31.2% | -27.3% |
| 6M | +17.5% | +21.1% | -3.6% | -1.0% |
| YTD | -33.3% | +12.8% | -46.1% | -40.4% |
| 1Y | -39.8% | +25.7% | -65.5% | -51.2% |
| 3Y | -19.9% | +116.8% | -136.7% | -60.9% |
| All | -25.1% | +66.7% | -91.8% | -50.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling