+155.9%
SO vs NDAQ
+372.3%
-216.5%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.9% | +2.9% | +1.7% |
| 7D | +1.0% | -2.6% | +3.6% | +1.9% |
| 30D | -3.2% | +0.5% | -3.7% | -3.4% |
| 3M | -1.7% | +9.9% | -11.6% | -5.5% |
| 6M | -7.2% | +8.2% | -15.4% | -10.6% |
| YTD | +4.6% | -1.5% | +6.1% | +3.7% |
| 1Y | +1.2% | +1.3% | -0.1% | -1.1% |
| 3Y | +45.3% | +92.6% | -47.3% | +4.7% |
| 5Y | +58.7% | +53.8% | +4.9% | +23.9% |
| 10Y | +155.9% | +376.0% | -220.1% | +25.6% |
| All | +155.9% | +372.3% | -216.5% | +25.6% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling