-53.8%
TEAM vs NDAQ
+55.5%
-109.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -1.9% | -5.0% | -5.0% |
| 7D | -5.7% | -2.6% | -3.1% | -3.0% |
| 30D | +18.3% | +0.5% | +17.9% | +18.0% |
| 3M | +80.2% | +9.9% | +70.3% | +64.1% |
| 6M | +111.0% | +8.2% | +102.8% | +96.0% |
| YTD | +8.8% | -1.5% | +10.3% | +10.8% |
| 1Y | +2.2% | +1.3% | +0.8% | +0.6% |
| 3Y | -14.6% | +92.6% | -107.2% | -59.6% |
| 5Y | -53.8% | +53.8% | -107.6% | -72.3% |
| All | -53.8% | +55.5% | -109.3% | -72.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling