+47.6%
ON vs NDAQ
+24.5%
+23.2%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.2% | -3.5% | -3.6% |
| 7D | +12.2% | +1.3% | +11.0% | +12.2% |
| 30D | -3.1% | +18.0% | -21.1% | -2.9% |
| 3M | -12.9% | +11.5% | -24.4% | -12.6% |
| 6M | -38.6% | +21.1% | -59.7% | -38.2% |
| YTD | +31.2% | +12.8% | +18.4% | +37.9% |
| 1Y | +47.6% | +25.7% | +21.9% | +60.7% |
| All | +47.6% | +24.5% | +23.2% | +60.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling