+3,310.4%
V vs NDAQ
+919.8%
+2,390.6%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +6.0% |
| 3M | +14.3% | +13.5% | +0.8% | +7.8% |
| 6M | +33.1% | +20.9% | +12.2% | +21.4% |
| YTD | +21.2% | +11.4% | +9.8% | +13.9% |
| 1Y | +26.4% | +25.9% | +0.5% | +12.4% |
| 3Y | +77.6% | +119.9% | -42.3% | +21.4% |
| 5Y | +102.6% | +61.7% | +40.8% | +56.1% |
| 10Y | +464.4% | +481.6% | -17.2% | +145.0% |
| All | +3,310.4% | +919.8% | +2,390.6% | +880.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling