+1,006.2%
TER vs NDAQ
+472.5%
+533.7%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.4% | -1.6% | -1.0% |
| 7D | -8.9% | +2.9% | -11.7% | -10.1% |
| 30D | -39.1% | +17.5% | -56.5% | -44.5% |
| 3M | -32.8% | +15.4% | -48.2% | -38.4% |
| 6M | -31.7% | +24.6% | -56.3% | -41.7% |
| YTD | +26.9% | +14.4% | +12.5% | +12.2% |
| 1Y | +33.6% | +26.9% | +6.6% | +10.0% |
| 3Y | +181.5% | +119.8% | +61.7% | +54.4% |
| 5Y | +76.1% | +70.5% | +5.6% | +13.7% |
| 10Y | +1,006.2% | +475.8% | +530.4% | +242.8% |
| All | +1,006.2% | +472.5% | +533.7% | +242.8% |
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