+1,744.2%
TER vs NDAQ
+372.3%
+1,371.9%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.9% | +6.1% | +5.3% |
| 7D | +11.0% | -2.6% | +13.5% | +12.3% |
| 30D | -1.9% | +0.5% | -2.3% | -2.4% |
| 3M | -0.7% | +9.9% | -10.6% | -8.2% |
| 6M | +36.4% | +8.2% | +28.2% | +25.9% |
| YTD | +92.4% | -1.5% | +93.9% | +85.9% |
| 1Y | +213.5% | +1.3% | +212.2% | +195.8% |
| 3Y | +277.2% | +92.6% | +184.7% | +122.6% |
| 5Y | +219.1% | +53.8% | +165.3% | +117.7% |
| 10Y | +1,744.2% | +376.0% | +1,368.3% | +561.9% |
| All | +1,744.2% | +372.3% | +1,371.9% | +561.9% |
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 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