+52.2%
TEM vs NDAQ
+64.4%
-12.2%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.9% | -3.8% | -3.7% |
| 7D | -1.1% | -1.6% | +0.5% | +0.7% |
| 30D | +11.3% | -1.5% | +12.8% | +13.0% |
| 3M | +25.5% | +8.0% | +17.5% | +11.8% |
| 6M | +17.1% | +7.7% | +9.4% | +4.8% |
| YTD | +3.8% | -2.3% | +6.1% | +5.9% |
| 1Y | -24.4% | +0.6% | -24.9% | -26.7% |
| All | +52.2% | +64.4% | -12.2% | -40.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling