+51.6%
SW vs NDAQ
+128.0%
-76.4%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +2.6% | +1.5% | +3.0% |
| 7D | +12.1% | +3.9% | +8.1% | +10.3% |
| 30D | +6.6% | +19.0% | -12.4% | -1.0% |
| 3M | -6.0% | +17.6% | -23.6% | -12.3% |
| 6M | +21.5% | +21.0% | +0.5% | +11.7% |
| YTD | +20.3% | +14.1% | +6.2% | +13.7% |
| 1Y | +28.1% | +29.4% | -1.3% | +12.9% |
| All | +51.6% | +128.0% | -76.4% | +34.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling