-26.3%
U vs NDAQ
+186.6%
-212.9%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.4% | -3.5% | -3.6% |
| 7D | +24.4% | +2.9% | +21.5% | +20.1% |
| 30D | +7.4% | +17.5% | -10.1% | -11.4% |
| 3M | +16.8% | +15.4% | +1.3% | -2.1% |
| 6M | +78.8% | +24.6% | +54.2% | +35.7% |
| YTD | +14.0% | +14.4% | -0.5% | -4.1% |
| 1Y | +16.7% | +26.9% | -10.2% | -13.5% |
| 3Y | +86.4% | +119.8% | -33.4% | -31.7% |
| 5Y | -71.5% | +70.5% | -142.0% | -86.5% |
| All | -26.3% | +186.6% | -212.9% | -76.5% |
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 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