+1,972.6%
NOW vs NDAQ
+1,713.5%
+259.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.7% | -0.6% |
| 7D | -3.0% | +0.8% | -3.8% | -3.6% |
| 30D | -26.0% | +16.5% | -42.6% | -34.0% |
| 3M | -13.1% | +13.5% | -26.6% | -20.9% |
| 6M | +14.5% | +20.9% | -6.4% | -0.3% |
| YTD | -33.4% | +11.4% | -44.8% | -38.6% |
| 1Y | -40.6% | +25.9% | -66.6% | -49.8% |
| 3Y | -16.3% | +119.9% | -136.2% | -52.2% |
| 5Y | -26.3% | +61.7% | -88.1% | -48.3% |
| 10Y | +512.7% | +481.6% | +31.1% | +95.5% |
| All | +1,972.6% | +1,713.5% | +259.1% | +289.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling