+372.3%
SE vs NDAQ
+418.8%
-46.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.4% | -2.9% | -2.5% |
| 7D | 0.0% | +2.9% | -2.8% | -1.9% |
| 30D | -19.4% | +17.5% | -36.9% | -28.8% |
| 3M | -33.1% | +15.4% | -48.5% | -40.3% |
| 6M | -11.4% | +24.6% | -36.1% | -26.2% |
| YTD | -39.8% | +14.4% | -54.2% | -47.0% |
| 1Y | -50.5% | +26.9% | -77.4% | -59.9% |
| 3Y | +68.9% | +119.8% | -51.0% | -14.5% |
| 5Y | -77.1% | +70.5% | -147.6% | -85.8% |
| All | +372.3% | +418.8% | -46.5% | +46.2% |
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