-50.0%
TE vs NDAQ
+187.4%
-237.4%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.9% | -2.1% | -2.6% |
| 7D | +15.0% | -1.6% | +16.6% | +15.7% |
| 30D | -7.5% | -1.5% | -6.1% | -7.1% |
| 3M | -42.0% | +8.0% | -50.0% | -45.1% |
| 6M | -31.4% | +7.7% | -39.2% | -35.9% |
| YTD | -26.5% | -2.3% | -24.2% | -28.1% |
| 1Y | +153.1% | +0.6% | +152.5% | +144.2% |
| 3Y | -20.7% | +90.9% | -111.6% | -43.9% |
| 5Y | -45.4% | +52.5% | -97.9% | -58.8% |
| All | -50.0% | +187.4% | -237.4% | -62.7% |
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