+148.6%
TE vs NDAQ
+4.3%
+144.3%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.9% | +3.2% | +1.0% |
| 7D | -4.0% | -2.4% | -1.5% | -4.5% |
| 30D | -15.9% | +2.5% | -18.4% | -15.5% |
| 3M | -60.5% | +9.9% | -70.5% | -59.8% |
| 6M | -35.2% | +9.4% | -44.6% | -34.8% |
| YTD | -31.1% | +0.4% | -31.6% | -29.3% |
| 1Y | +148.6% | +4.0% | +144.6% | +133.4% |
| All | +148.6% | +4.3% | +144.3% | +133.4% |
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