+62.5%
T vs NDAQ
+471.8%
-409.3%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | 0.0% |
| 7D | +2.5% | +1.3% | +1.3% | +2.2% |
| 30D | -3.8% | +18.0% | -21.7% | -8.4% |
| 3M | -8.7% | +11.5% | -20.3% | -11.8% |
| 6M | -8.1% | +21.1% | -29.2% | -13.6% |
| YTD | -6.4% | +12.8% | -19.3% | -10.7% |
| 1Y | -9.8% | +25.7% | -35.5% | -17.0% |
| 3Y | +65.5% | +116.8% | -51.3% | +23.0% |
| 5Y | +57.0% | +67.3% | -10.3% | +26.5% |
| All | +62.5% | +471.8% | -409.3% | -25.6% |
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