+109.8%
TEM vs NDAQ
+90.0%
+19.8%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +1.3% | +9.7% | +9.7% |
| 7D | +7.6% | -0.1% | +7.7% | +7.8% |
| 30D | +19.0% | +15.9% | +3.2% | +0.9% |
| 3M | +62.2% | +15.1% | +47.1% | +38.1% |
| 6M | +69.4% | +22.9% | +46.5% | +30.6% |
| YTD | +43.0% | +12.8% | +30.2% | +23.8% |
| 1Y | +18.0% | +26.0% | -8.0% | -14.4% |
| All | +109.8% | +90.0% | +19.8% | -29.9% |
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