+1.5%
SMR vs NDAQ
+71.9%
-70.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.3% | -3.2% | -4.3% |
| 7D | +4.7% | -6.8% | +11.5% | +8.7% |
| 30D | +3.2% | -3.2% | +6.4% | +4.8% |
| 3M | +9.9% | +6.5% | +3.4% | +4.0% |
| 6M | -15.1% | +5.7% | -20.9% | -19.8% |
| YTD | -27.9% | -4.6% | -23.3% | -27.7% |
| 1Y | -70.2% | -1.6% | -68.7% | -70.8% |
| 3Y | +72.5% | +86.4% | -14.0% | +27.3% |
| All | +1.5% | +71.9% | -70.4% | -29.9% |
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 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