+182.3%
SW vs NDAQ
+475.0%
-292.7%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.6% |
| 7D | -2.6% | 0.0% | -2.5% | -2.6% |
| 30D | +7.2% | +16.3% | -9.1% | +2.0% |
| 3M | -10.5% | +15.8% | -26.3% | -14.7% |
| 6M | +9.9% | +24.8% | -14.9% | +1.9% |
| YTD | +17.2% | +14.1% | +3.2% | +11.4% |
| 1Y | +26.5% | +26.5% | 0.0% | +16.1% |
| 3Y | +47.7% | +119.1% | -71.5% | +15.0% |
| 5Y | +0.2% | +70.9% | -70.7% | -17.3% |
| 10Y | +182.3% | +479.7% | -297.4% | +68.4% |
| All | +182.3% | +475.0% | -292.7% | +68.4% |
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