+511.3%
T vs NDAQ
+2,327.9%
-1,816.6%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.9% | -0.1% | -1.6% |
| 7D | -1.3% | -2.4% | +1.2% | -0.8% |
| 30D | +11.4% | +2.5% | +8.9% | +10.8% |
| 3M | +14.3% | +9.9% | +4.4% | +11.9% |
| 6M | -9.3% | +9.4% | -18.7% | -11.2% |
| YTD | +7.1% | +0.4% | +6.7% | +6.2% |
| 1Y | -9.1% | +4.0% | -13.1% | -10.6% |
| 3Y | +105.3% | +94.4% | +11.0% | +75.6% |
| 5Y | +66.8% | +56.7% | +10.1% | +47.6% |
| 10Y | +66.8% | +375.3% | -308.5% | +16.9% |
| All | +511.3% | +2,327.9% | -1,816.6% | +240.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling