+144.9%
TE vs NDAQ
-1.8%
+146.8%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -2.3% | -4.4% | -7.1% |
| 7D | +0.9% | -6.8% | +7.7% | -0.2% |
| 30D | -16.3% | -3.2% | -13.1% | -16.7% |
| 3M | -40.8% | +6.5% | -47.2% | -40.5% |
| 6M | -42.6% | +5.7% | -48.4% | -43.3% |
| YTD | -31.4% | -4.6% | -26.8% | -30.0% |
| 1Y | +144.9% | -1.6% | +146.5% | +135.1% |
| All | +144.9% | -1.8% | +146.8% | +135.1% |
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 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