+194.9%
SO vs NDAQ
+472.5%
-277.6%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.4% | -1.3% | -0.4% |
| 7D | -0.1% | +2.9% | -3.0% | -1.1% |
| 30D | +8.7% | +17.5% | -8.8% | +2.5% |
| 3M | +3.4% | +15.4% | -12.1% | -2.1% |
| 6M | +3.7% | +24.6% | -20.9% | -4.9% |
| YTD | +10.0% | +14.4% | -4.4% | +3.3% |
| 1Y | +6.6% | +26.9% | -20.3% | -4.2% |
| 3Y | +52.5% | +119.8% | -67.3% | +5.0% |
| 5Y | +76.1% | +70.5% | +5.6% | +34.0% |
| 10Y | +194.9% | +475.8% | -280.9% | +31.0% |
| All | +194.9% | +472.5% | -277.6% | +31.0% |
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 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