+59.7%
TEM vs NDAQ
+65.9%
-6.1%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.9% | +1.4% | +1.6% |
| 7D | +3.2% | -2.6% | +5.8% | +6.2% |
| 30D | +23.5% | +0.5% | +23.0% | +22.7% |
| 3M | +32.3% | +9.9% | +22.4% | +15.3% |
| 6M | +23.0% | +8.2% | +14.8% | +9.6% |
| YTD | +8.9% | -1.5% | +10.4% | +10.0% |
| 1Y | -19.9% | +1.3% | -21.2% | -23.0% |
| All | +59.7% | +65.9% | -6.1% | -37.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling