-71.6%
OPEN vs NDAQ
+162.9%
-234.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.9% | -0.6% | -0.5% |
| 7D | +1.0% | -2.6% | +3.5% | +3.7% |
| 30D | -11.9% | +0.5% | -12.4% | -12.6% |
| 3M | -28.8% | +9.9% | -38.7% | -37.1% |
| 6M | -38.6% | +8.2% | -46.8% | -45.3% |
| YTD | -47.3% | -1.5% | -45.9% | -48.5% |
| 1Y | -49.2% | +1.3% | -50.5% | -51.8% |
| 3Y | -18.8% | +92.6% | -111.4% | -66.9% |
| 5Y | -83.6% | +53.8% | -137.4% | -91.5% |
| All | -71.6% | +162.9% | -234.5% | -89.0% |
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