+171.0%
W vs NDAQ
+117.7%
+53.3%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.5% |
| 7D | +0.2% | +1.3% | -1.1% | -0.9% |
| 30D | +6.8% | +18.0% | -11.1% | -6.7% |
| 3M | +10.7% | +11.5% | -0.9% | +0.9% |
| 6M | +86.3% | +21.1% | +65.3% | +56.5% |
| YTD | +11.5% | +12.8% | -1.3% | -1.0% |
| 1Y | +5.1% | +25.7% | -20.6% | -17.3% |
| 3Y | +171.0% | +116.8% | +54.2% | +7.8% |
| All | +171.0% | +117.7% | +53.3% | +7.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling