+621.5%
XYZ vs NDAQ
+475.0%
+146.5%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.5% |
| 7D | -2.2% | 0.0% | -2.2% | -2.2% |
| 30D | +11.6% | +16.3% | -4.7% | -4.2% |
| 3M | +8.4% | +15.8% | -7.4% | -6.9% |
| 6M | +17.2% | +24.8% | -7.7% | -8.3% |
| YTD | +31.7% | +14.1% | +17.6% | +12.6% |
| 1Y | +30.1% | +26.5% | +3.5% | -0.1% |
| 3Y | +66.4% | +119.1% | -52.7% | -28.8% |
| 5Y | -62.2% | +70.9% | -133.1% | -78.5% |
| 10Y | +621.5% | +479.7% | +141.8% | +55.5% |
| All | +621.5% | +475.0% | +146.5% | +55.5% |
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