+65.3%
T vs NDAQ
+372.3%
-307.0%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.9% | +1.6% | +0.3% |
| 7D | -1.5% | -2.6% | +1.0% | -0.8% |
| 30D | +7.6% | +0.5% | +7.1% | +7.4% |
| 3M | +15.3% | +9.9% | +5.4% | +11.8% |
| 6M | -8.5% | +8.2% | -16.7% | -11.1% |
| YTD | +6.8% | -1.5% | +8.3% | +6.3% |
| 1Y | -7.2% | +1.3% | -8.6% | -8.7% |
| 3Y | +108.2% | +92.6% | +15.7% | +59.9% |
| 5Y | +66.1% | +53.8% | +12.2% | +35.9% |
| 10Y | +65.3% | +376.0% | -310.7% | -18.5% |
| All | +65.3% | +372.3% | -307.0% | -18.5% |
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 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