+4,322.0%
PH vs NDAQ
+2,593.6%
+1,728.4%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.3% | +2.6% | +2.8% |
| 7D | +2.0% | +0.8% | +1.2% | +1.7% |
| 30D | -3.7% | +16.5% | -20.2% | -9.0% |
| 3M | -14.0% | +13.5% | -27.5% | -18.1% |
| 6M | +2.1% | +20.9% | -18.8% | -5.5% |
| YTD | +5.1% | +11.4% | -6.3% | -0.7% |
| 1Y | +10.9% | +25.9% | -15.0% | +0.4% |
| 3Y | +132.9% | +119.9% | +13.1% | +74.1% |
| 5Y | +200.1% | +61.7% | +138.3% | +147.2% |
| 10Y | +783.8% | +481.6% | +302.2% | +386.5% |
| All | +4,322.0% | +2,593.6% | +1,728.4% | +1,683.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling