-24.8%
U vs NDAQ
+182.6%
-207.4%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.4% | -1.5% |
| 7D | +32.3% | -0.1% | +32.4% | +31.8% |
| 30D | +9.7% | +15.9% | -6.2% | -8.1% |
| 3M | +19.6% | +15.1% | +4.5% | +0.6% |
| 6M | +82.6% | +22.9% | +59.7% | +40.9% |
| YTD | +16.4% | +12.8% | +3.6% | -0.4% |
| 1Y | +28.5% | +26.0% | +2.5% | -4.0% |
| 3Y | +103.8% | +119.7% | -15.9% | -25.4% |
| 5Y | -70.0% | +65.4% | -135.4% | -85.4% |
| All | -24.8% | +182.6% | -207.4% | -75.6% |
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 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