+520.4%
ON vs NDAQ
+476.8%
+43.6%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.4% | -0.7% | -0.2% |
| 7D | -4.1% | +2.9% | -7.0% | -5.6% |
| 30D | -10.2% | +17.5% | -27.7% | -19.4% |
| 3M | -12.7% | +15.4% | -28.2% | -21.0% |
| 6M | -32.5% | +24.6% | -57.2% | -43.0% |
| YTD | +28.6% | +14.4% | +14.1% | +13.8% |
| 1Y | +43.4% | +26.9% | +16.5% | +17.5% |
| 3Y | +3.3% | +119.8% | -116.5% | -44.0% |
| 5Y | +22.5% | +70.5% | -48.0% | -21.1% |
| All | +520.4% | +476.8% | +43.6% | +75.6% |
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 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