+112.6%
SPOT vs NDAQ
+52.5%
+60.1%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.2% | -0.5% |
| 7D | -6.5% | -1.6% | -4.9% | -5.6% |
| 30D | +2.2% | -1.5% | +3.6% | +3.0% |
| 3M | +5.4% | +8.0% | -2.6% | -0.2% |
| 6M | -4.0% | +7.7% | -11.7% | -9.3% |
| YTD | -9.9% | -2.3% | -7.6% | -9.8% |
| 1Y | -27.3% | +0.6% | -27.8% | -29.1% |
| 3Y | +236.4% | +90.9% | +145.5% | +99.2% |
| 5Y | +112.6% | +52.5% | +60.1% | +41.9% |
| All | +112.6% | +52.5% | +60.1% | +41.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling