+494.0%
TEAM vs NDAQ
+370.8%
+123.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.3% | +3.4% | +2.8% |
| 7D | -7.8% | -6.8% | -1.0% | -2.6% |
| 30D | +16.5% | -3.2% | +19.7% | +19.6% |
| 3M | +96.2% | +6.5% | +89.7% | +87.8% |
| 6M | +130.2% | +5.7% | +124.4% | +122.6% |
| YTD | +10.7% | -4.6% | +15.4% | +15.6% |
| 1Y | +3.0% | -1.6% | +4.6% | +4.8% |
| 3Y | -13.1% | +86.4% | -99.5% | -44.9% |
| 5Y | -52.7% | +50.3% | -103.1% | -64.9% |
| All | +494.0% | +370.8% | +123.2% | +163.1% |
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 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