+55.3%
O vs NDAQ
+374.8%
-319.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.9% | -0.6% | -1.1% |
| 7D | -2.3% | -1.6% | -0.7% | -1.7% |
| 30D | -2.4% | -1.5% | -1.0% | -1.9% |
| 3M | -0.6% | +8.0% | -8.6% | -4.0% |
| 6M | -5.0% | +7.7% | -12.7% | -8.6% |
| YTD | +10.4% | -2.3% | +12.7% | +9.8% |
| 1Y | +6.6% | +0.6% | +6.0% | +4.4% |
| 3Y | +28.4% | +90.9% | -62.5% | -8.8% |
| 5Y | +15.3% | +52.5% | -37.2% | -10.9% |
| 10Y | +55.3% | +380.3% | -325.0% | -27.0% |
| All | +55.3% | +374.8% | -319.5% | -27.0% |
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 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