+50.3%
TER vs NDAQ
+26.4%
+23.8%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -0.3% | +8.6% | +8.1% |
| 7D | +5.9% | 0.0% | +5.9% | +5.5% |
| 30D | -30.8% | +16.3% | -47.1% | -24.3% |
| 3M | -29.9% | +15.8% | -45.8% | -23.6% |
| 6M | -27.5% | +24.8% | -52.3% | -15.4% |
| YTD | +37.5% | +14.1% | +23.4% | +54.7% |
| 1Y | +50.3% | +26.5% | +23.7% | +57.5% |
| All | +50.3% | +26.4% | +23.8% | +57.5% |
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