-9.1%
T vs NDAQ
+4.3%
-13.4%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.9% | -0.1% | -1.9% |
| 7D | -1.3% | -2.4% | +1.2% | -1.2% |
| 30D | +11.4% | +2.5% | +8.9% | +11.3% |
| 3M | +14.3% | +9.9% | +4.4% | +14.5% |
| 6M | -9.3% | +9.4% | -18.7% | -9.0% |
| YTD | +7.1% | +0.4% | +6.7% | +8.1% |
| 1Y | -9.1% | +4.0% | -13.1% | -8.7% |
| All | -9.1% | +4.3% | -13.4% | -8.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling