+76.2%
O vs NDAQ
+471.8%
-395.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.6% | -0.7% |
| 7D | -0.4% | +1.3% | -1.6% | -0.9% |
| 30D | +7.1% | +18.0% | -10.8% | +0.2% |
| 3M | -5.2% | +11.5% | -16.8% | -9.5% |
| 6M | -1.8% | +21.1% | -22.9% | -9.7% |
| YTD | +9.1% | +12.8% | -3.7% | +2.3% |
| 1Y | +9.7% | +25.7% | -16.0% | -2.1% |
| 3Y | +39.1% | +116.8% | -77.7% | -6.1% |
| 5Y | +8.4% | +67.3% | -58.9% | -18.6% |
| All | +76.2% | +471.8% | -395.6% | -26.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling