+58.5%
ON vs NDAQ
+55.5%
+3.0%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.9% | -2.5% | -3.3% |
| 7D | -2.2% | -2.6% | +0.4% | -0.6% |
| 30D | -12.4% | +0.5% | -12.9% | -12.8% |
| 3M | -41.2% | +9.9% | -51.1% | -45.2% |
| 6M | +25.0% | +8.2% | +16.8% | +16.5% |
| YTD | +31.3% | -1.5% | +32.8% | +29.7% |
| 1Y | +45.4% | +1.3% | +44.1% | +40.1% |
| 3Y | -27.4% | +92.6% | -120.0% | -58.4% |
| 5Y | +58.5% | +53.8% | +4.7% | +5.4% |
| All | +58.5% | +55.5% | +3.0% | +5.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling