+250.9%
PM vs NDAQ
+472.5%
-221.5%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.4% | -0.8% | +0.1% |
| 7D | -6.6% | +2.9% | -9.5% | -7.4% |
| 30D | -3.4% | +17.5% | -20.9% | -8.3% |
| 3M | +5.3% | +15.4% | -10.1% | +0.5% |
| 6M | +15.5% | +24.6% | -9.1% | +7.1% |
| YTD | +24.3% | +14.4% | +9.8% | +17.9% |
| 1Y | +29.7% | +26.9% | +2.8% | +18.6% |
| 3Y | +144.9% | +119.8% | +25.1% | +80.4% |
| 5Y | +159.0% | +70.5% | +88.5% | +106.6% |
| 10Y | +250.9% | +475.8% | -224.9% | +69.6% |
| All | +250.9% | +472.5% | -221.5% | +69.6% |
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