-24.5%
ON vs NDAQ
+96.0%
-120.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.9% | +2.8% | +1.7% |
| 7D | +2.4% | -2.4% | +4.9% | +3.4% |
| 30D | -3.3% | +2.5% | -5.7% | -4.3% |
| 3M | -43.6% | +9.9% | -53.5% | -46.0% |
| 6M | +19.0% | +9.4% | +9.5% | +13.2% |
| YTD | +37.4% | +0.4% | +36.9% | +37.0% |
| 1Y | +54.8% | +4.0% | +50.7% | +50.6% |
| All | -24.5% | +96.0% | -120.5% | -38.2% |
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