+191.2%
TER vs NDAQ
+117.7%
+73.5%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.2% | -5.2% | -5.4% |
| 7D | +14.4% | +1.3% | +13.1% | +14.3% |
| 30D | -30.6% | +18.0% | -48.5% | -31.2% |
| 3M | -39.2% | +11.5% | -50.7% | -39.4% |
| 6M | -31.3% | +21.1% | -52.4% | -32.1% |
| YTD | +29.1% | +12.8% | +16.3% | +30.3% |
| 1Y | +47.4% | +25.7% | +21.7% | +40.0% |
| 3Y | +191.2% | +116.8% | +74.4% | +110.6% |
| All | +191.2% | +117.7% | +73.5% | +110.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling