+713.9%
PH vs NDAQ
+472.5%
+241.4%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.4% | -0.5% | +0.1% |
| 7D | +2.1% | +2.9% | -0.7% | +0.4% |
| 30D | +0.3% | +17.5% | -17.2% | -9.3% |
| 3M | -8.8% | +15.4% | -24.3% | -16.8% |
| 6M | +10.0% | +24.6% | -14.6% | -5.3% |
| YTD | +10.5% | +14.4% | -3.9% | -1.2% |
| 1Y | +15.5% | +26.9% | -11.4% | -3.7% |
| 3Y | +136.4% | +119.8% | +16.5% | +36.5% |
| 5Y | +213.6% | +70.5% | +143.1% | +109.7% |
| 10Y | +713.9% | +475.8% | +238.1% | +149.7% |
| All | +713.9% | +472.5% | +241.4% | +149.7% |
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 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