+24.3%
W vs NDAQ
+28.8%
-4.6%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +2.6% | +8.4% | +9.8% |
| 7D | +8.4% | +3.9% | +4.4% | +6.5% |
| 30D | +16.5% | +19.0% | -2.5% | +7.3% |
| 3M | +6.4% | +17.6% | -11.1% | -1.8% |
| 6M | +90.5% | +21.0% | +69.5% | +73.5% |
| YTD | +23.1% | +14.1% | +9.0% | +11.4% |
| 1Y | +24.3% | +29.4% | -5.2% | -14.3% |
| All | +24.3% | +28.8% | -4.6% | -14.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling