+264.0%
SPOT vs NDAQ
+284.9%
-20.9%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.9% | -1.3% | -2.1% |
| 7D | -0.9% | -2.4% | +1.5% | +0.4% |
| 30D | +12.5% | +2.5% | +10.0% | +10.9% |
| 3M | +9.9% | +9.9% | 0.0% | +3.5% |
| 6M | +1.6% | +9.4% | -7.9% | -4.4% |
| YTD | -6.6% | +0.4% | -7.0% | -8.1% |
| 1Y | -22.9% | +4.0% | -27.0% | -26.1% |
| 3Y | +244.3% | +94.4% | +149.9% | +122.2% |
| 5Y | +117.8% | +56.7% | +61.1% | +58.7% |
| All | +264.0% | +284.9% | -20.9% | +65.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling