-7.4%
T vs NDAQ
+27.8%
-35.3%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.4% | -0.8% | +0.6% |
| 7D | +2.6% | +2.9% | -0.3% | +2.5% |
| 30D | -1.1% | +17.5% | -18.6% | -1.4% |
| 3M | -7.7% | +15.4% | -23.2% | -8.0% |
| 6M | -10.6% | +24.6% | -35.2% | -10.6% |
| YTD | -7.5% | +14.4% | -21.9% | -7.1% |
| 1Y | -7.4% | +26.9% | -34.4% | -9.9% |
| All | -7.4% | +27.8% | -35.3% | -9.9% |
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