+149.8%
SMR vs NDAQ
+122.1%
+27.7%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.4% | -5.4% | -5.0% |
| 7D | -2.8% | +2.9% | -5.6% | -4.4% |
| 30D | -27.5% | +17.5% | -45.0% | -35.2% |
| 3M | -43.1% | +15.4% | -58.6% | -48.8% |
| 6M | -58.4% | +24.6% | -83.0% | -65.6% |
| YTD | -63.2% | +14.4% | -77.6% | -67.2% |
| 1Y | -81.6% | +26.9% | -108.6% | -85.4% |
| 3Y | +149.8% | +119.8% | +29.9% | +31.7% |
| All | +149.8% | +122.1% | +27.7% | +31.7% |
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