+99.1%
V vs NDAQ
+60.8%
+38.3%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | -0.1% |
| 7D | +2.2% | +0.8% | +1.4% | +1.9% |
| 30D | +13.6% | +16.5% | -2.9% | +6.8% |
| 3M | +14.3% | +13.5% | +0.8% | +8.5% |
| 6M | +33.1% | +20.9% | +12.2% | +22.6% |
| YTD | +21.2% | +11.4% | +9.8% | +14.9% |
| 1Y | +26.4% | +25.9% | +0.5% | +13.6% |
| 3Y | +77.6% | +119.9% | -42.3% | +25.2% |
| All | +99.1% | +60.8% | +38.3% | +53.9% |
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