-2.5%
TEAM vs NDAQ
+0.3%
-2.8%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.6% | +1.6% |
| 7D | -4.7% | -1.6% | -3.1% | -3.0% |
| 30D | +17.0% | -1.5% | +18.5% | +19.0% |
| 3M | +85.9% | +8.0% | +77.9% | +72.7% |
| 6M | +116.7% | +7.7% | +108.9% | +101.8% |
| YTD | +9.6% | -2.3% | +12.0% | +8.7% |
| 1Y | -2.5% | +0.6% | -3.1% | -5.3% |
| All | -2.5% | +0.3% | -2.8% | -5.3% |
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