+607.6%
TEAM vs NDAQ
+577.3%
+30.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.4% | -5.5% | -5.1% |
| 7D | -22.2% | +2.9% | -25.1% | -23.9% |
| 30D | -28.1% | +17.5% | -45.6% | -36.8% |
| 3M | -2.2% | +15.4% | -17.6% | -12.6% |
| 6M | +62.2% | +24.6% | +37.6% | +37.6% |
| YTD | -8.4% | +14.4% | -22.8% | -17.2% |
| 1Y | -6.6% | +26.9% | -33.5% | -21.8% |
| 3Y | -15.7% | +119.8% | -135.5% | -52.3% |
| 5Y | -65.7% | +70.5% | -136.2% | -77.1% |
| 10Y | +441.0% | +475.8% | -34.8% | +98.8% |
| All | +607.6% | +577.3% | +30.3% | +148.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling