+443.6%
TEAM vs NDAQ
+471.8%
-28.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.3% | -1.4% |
| 7D | -2.4% | +1.3% | -3.7% | -3.4% |
| 30D | -26.7% | +18.0% | -44.7% | -35.9% |
| 3M | -9.6% | +11.5% | -21.2% | -17.5% |
| 6M | +86.0% | +21.1% | +65.0% | +60.5% |
| YTD | -7.5% | +12.8% | -20.3% | -15.8% |
| 1Y | -1.4% | +25.7% | -27.1% | -17.2% |
| 3Y | -14.3% | +116.8% | -131.1% | -51.9% |
| 5Y | -66.3% | +67.3% | -133.6% | -77.5% |
| All | +443.6% | +471.8% | -28.1% | +96.6% |
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