+591.8%
ON vs NDAQ
+374.8%
+217.0%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.7% | +0.4% |
| 7D | -1.9% | -1.6% | -0.3% | -0.9% |
| 30D | -11.0% | -1.5% | -9.6% | -10.3% |
| 3M | -39.3% | +8.0% | -47.4% | -43.1% |
| 6M | +19.8% | +7.7% | +12.1% | +11.5% |
| YTD | +31.1% | -2.3% | +33.4% | +29.2% |
| 1Y | +46.0% | +0.6% | +45.4% | +40.4% |
| 3Y | -27.5% | +90.9% | -118.4% | -57.1% |
| 5Y | +56.9% | +52.5% | +4.4% | +8.9% |
| 10Y | +591.8% | +380.3% | +211.5% | +132.3% |
| All | +591.8% | +374.8% | +217.0% | +132.3% |
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