+802.8%
TEAM vs NDAQ
+494.4%
+308.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.9% | -0.8% | -1.2% |
| 7D | -0.4% | -2.4% | +2.0% | +1.5% |
| 30D | +67.3% | +2.5% | +64.8% | +64.4% |
| 3M | +86.8% | +9.9% | +76.9% | +74.7% |
| 6M | +146.8% | +9.4% | +137.4% | +132.6% |
| YTD | +16.9% | +0.4% | +16.5% | +17.3% |
| 1Y | +12.8% | +4.0% | +8.8% | +10.0% |
| 3Y | -7.3% | +94.4% | -101.7% | -42.3% |
| 5Y | -50.7% | +56.7% | -107.4% | -64.2% |
| 10Y | +529.8% | +375.3% | +154.5% | +163.7% |
| All | +802.8% | +494.4% | +308.3% | +251.6% |
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