-65.3%
TEAM vs NDAQ
+60.8%
-126.1%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | +0.3% | -16.4% | -16.4% |
| 7D | -19.8% | +0.8% | -20.7% | -20.7% |
| 30D | -21.5% | +16.5% | -38.0% | -33.7% |
| 3M | +39.5% | +13.5% | +26.0% | +21.3% |
| 6M | +73.1% | +20.9% | +52.1% | +41.4% |
| YTD | -5.2% | +11.4% | -16.6% | -15.9% |
| 1Y | -1.6% | +25.9% | -27.5% | -23.4% |
| 3Y | -11.4% | +119.9% | -131.3% | -64.4% |
| All | -65.3% | +60.8% | -126.1% | -79.7% |
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