+70.3%
SE vs NDAQ
+122.6%
-52.3%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.1% | 0.0% |
| 7D | +2.0% | +0.8% | +1.2% | +1.7% |
| 30D | -20.0% | +16.5% | -36.5% | -25.7% |
| 3M | -31.8% | +13.5% | -45.3% | -36.0% |
| 6M | -15.9% | +20.9% | -36.8% | -24.1% |
| YTD | -40.6% | +11.4% | -52.0% | -44.2% |
| 1Y | -50.7% | +25.9% | -76.6% | -56.8% |
| 3Y | +70.3% | +119.9% | -49.6% | +61.7% |
| All | +70.3% | +122.6% | -52.3% | +61.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling