-40.5%
SE vs NDAQ
+2.6%
-43.1%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.9% | +3.0% | +1.8% |
| 7D | +0.6% | -2.6% | +3.2% | +1.5% |
| 30D | -0.1% | +0.5% | -0.6% | -0.5% |
| 3M | +34.1% | +9.9% | +24.2% | +27.6% |
| 6M | +23.2% | +8.2% | +15.0% | +17.6% |
| YTD | -11.2% | -1.5% | -9.7% | -12.5% |
| 1Y | -40.5% | +1.3% | -41.8% | -42.0% |
| All | -40.5% | +2.6% | -43.1% | -42.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling