-9.8%
T vs NDAQ
+24.7%
-34.4%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.6% | -0.3% |
| 7D | +1.6% | +1.7% | -0.1% | +1.6% |
| 30D | -2.9% | +16.2% | -19.2% | -3.2% |
| 3M | -7.5% | +14.0% | -21.5% | -7.7% |
| 6M | -9.9% | +22.3% | -32.2% | -9.9% |
| YTD | -6.4% | +13.0% | -19.4% | -6.2% |
| All | -9.8% | +24.7% | -34.4% | -12.2% |
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