+64.8%
XYZ vs NDAQ
+120.1%
-55.3%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.4% |
| 7D | -2.2% | 0.0% | -2.2% | -2.2% |
| 30D | +11.6% | +16.3% | -4.7% | -1.4% |
| 3M | +8.4% | +15.8% | -7.4% | -4.1% |
| 6M | +17.2% | +24.8% | -7.7% | -3.8% |
| YTD | +31.7% | +14.1% | +17.6% | +17.1% |
| 1Y | +30.1% | +26.5% | +3.5% | +4.6% |
| All | +64.8% | +120.1% | -55.3% | -13.1% |
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