+252.8%
SPOT vs NDAQ
+263.5%
-10.7%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.3% | +1.1% |
| 7D | -3.1% | -5.6% | +2.5% | +0.1% |
| 30D | +7.4% | -4.4% | +11.7% | +10.0% |
| 3M | +8.2% | +5.9% | +2.3% | +4.1% |
| 6M | +2.2% | +7.7% | -5.5% | -3.0% |
| YTD | -9.5% | -5.2% | -4.3% | -8.0% |
| 1Y | -23.8% | -3.4% | -20.5% | -23.8% |
| 3Y | +233.5% | +85.6% | +147.8% | +120.9% |
| 5Y | +112.2% | +49.5% | +62.7% | +59.0% |
| All | +252.8% | +263.5% | -10.7% | +65.9% |
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