+262.0%
TER vs NDAQ
+96.0%
+166.0%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.9% | +7.3% | +5.7% |
| 7D | +0.6% | -2.4% | +3.1% | +0.9% |
| 30D | -8.3% | +2.5% | -10.7% | -8.6% |
| 3M | -12.2% | +9.9% | -22.1% | -13.2% |
| 6M | +17.1% | +9.4% | +7.6% | +15.0% |
| YTD | +84.7% | +0.4% | +84.3% | +86.6% |
| 1Y | +199.9% | +4.0% | +195.9% | +197.2% |
| All | +262.0% | +96.0% | +166.0% | +165.5% |
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 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