+311.1%
SPOT vs NDAQ
+332.4%
-21.2%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.2% | +2.5% | +2.5% |
| 7D | +1.6% | +1.3% | +0.3% | +0.9% |
| 30D | +16.9% | +18.0% | -1.0% | +6.5% |
| 3M | +23.0% | +11.5% | +11.4% | +15.4% |
| 6M | +42.2% | +21.1% | +21.1% | +26.5% |
| YTD | +5.5% | +12.8% | -7.3% | -2.9% |
| 1Y | -5.1% | +25.7% | -30.8% | -18.2% |
| 3Y | +257.9% | +116.8% | +141.1% | +118.1% |
| 5Y | +118.4% | +67.3% | +51.1% | +52.9% |
| All | +311.1% | +332.4% | -21.2% | +74.9% |
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 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