+72.2%
V vs NDAQ
+55.8%
+16.3%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.9% | +0.9% | -0.2% |
| 7D | -1.7% | -2.4% | +0.7% | -0.8% |
| 30D | +2.0% | +2.5% | -0.5% | +0.9% |
| 3M | +17.4% | +9.9% | +7.4% | +12.5% |
| 6M | +17.5% | +9.4% | +8.1% | +12.6% |
| YTD | +7.6% | +0.4% | +7.2% | +6.4% |
| 1Y | +7.7% | +4.0% | +3.7% | +4.8% |
| 3Y | +54.7% | +94.4% | -39.7% | +14.8% |
| All | +72.2% | +55.8% | +16.3% | +32.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling