-25.8%
TE vs NDAQ
+28.8%
-54.6%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.6% | -6.1% | -2.7% |
| 7D | +3.8% | +3.9% | -0.1% | +5.2% |
| 30D | -26.2% | +19.0% | -45.2% | -22.4% |
| 3M | -49.7% | +17.6% | -67.3% | -47.3% |
| 6M | -46.5% | +21.0% | -67.5% | -42.8% |
| YTD | -59.1% | +14.1% | -73.2% | -57.4% |
| 1Y | -25.8% | +29.4% | -55.3% | -37.0% |
| All | -25.8% | +28.8% | -54.6% | -37.0% |
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