-0.3%
SPOT vs NDAQ
+28.8%
-29.1%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +2.6% | +2.0% | +3.5% |
| 7D | +16.6% | +3.9% | +12.6% | +14.7% |
| 30D | +29.9% | +19.0% | +10.9% | +21.2% |
| 3M | +31.3% | +17.6% | +13.7% | +22.9% |
| 6M | +43.2% | +21.0% | +22.2% | +32.1% |
| YTD | +8.1% | +14.1% | -6.0% | +0.1% |
| 1Y | -0.3% | +29.4% | -29.7% | -12.3% |
| All | -0.3% | +28.8% | -29.1% | -12.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling