+6.8%
NOW vs NDAQ
+55.8%
-49.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.9% | -1.1% | -1.3% |
| 7D | -2.4% | -2.4% | +0.1% | -0.1% |
| 30D | +20.5% | +2.5% | +18.1% | +18.1% |
| 3M | +18.3% | +9.9% | +8.4% | +8.8% |
| 6M | +24.1% | +9.4% | +14.6% | +14.9% |
| YTD | -7.8% | +0.4% | -8.2% | -8.3% |
| 1Y | -21.4% | +4.0% | -25.4% | -24.6% |
| 3Y | +19.5% | +94.4% | -74.9% | -35.4% |
| All | +6.8% | +55.8% | -49.0% | -31.6% |
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