+141.5%
W vs NDAQ
+372.3%
-230.8%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.9% | +2.4% | +2.5% |
| 7D | +6.5% | -2.6% | +9.1% | +9.2% |
| 30D | -6.2% | +0.5% | -6.7% | -7.1% |
| 3M | +48.9% | +9.9% | +39.0% | +32.1% |
| 6M | +31.2% | +8.2% | +23.0% | +17.0% |
| YTD | -0.4% | -1.5% | +1.1% | -2.6% |
| 1Y | +14.8% | +1.3% | +13.5% | +8.0% |
| 3Y | +40.5% | +92.6% | -52.1% | -35.9% |
| 5Y | -62.1% | +53.8% | -116.0% | -76.7% |
| 10Y | +141.5% | +376.0% | -234.4% | -35.2% |
| All | +141.5% | +372.3% | -230.8% | -35.2% |
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