+21.7%
TE vs NDAQ
+120.1%
-98.4%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.3% | +3.2% | +3.0% |
| 7D | -22.0% | 0.0% | -22.0% | -21.9% |
| 30D | -33.6% | +16.3% | -50.0% | -38.1% |
| 3M | -61.1% | +15.8% | -76.9% | -63.7% |
| 6M | -64.7% | +24.8% | -89.6% | -69.4% |
| YTD | -68.1% | +14.1% | -82.2% | -70.8% |
| 1Y | -51.7% | +26.5% | -78.2% | -60.2% |
| All | +21.7% | +120.1% | -98.4% | -46.1% |
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