+38.1%
O vs NDAQ
+122.6%
-84.5%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.3% | -1.0% | -0.8% |
| 7D | +3.7% | +0.8% | +2.9% | +3.6% |
| 30D | +11.2% | +16.5% | -5.3% | +8.4% |
| 3M | -4.0% | +13.5% | -17.5% | -6.0% |
| 6M | -5.2% | +20.9% | -26.2% | -8.3% |
| YTD | +9.5% | +11.4% | -1.9% | +7.5% |
| 1Y | +10.6% | +25.9% | -15.3% | +5.3% |
| 3Y | +38.1% | +119.9% | -81.7% | -3.2% |
| All | +38.1% | +122.6% | -84.5% | -3.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling