+17.4%
TPR vs NDAQ
+4.3%
+13.1%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.9% | +1.9% | +0.4% |
| 7D | -2.3% | -2.4% | +0.1% | -1.7% |
| 30D | -23.0% | +2.5% | -25.4% | -23.5% |
| 3M | -12.5% | +9.9% | -22.4% | -14.6% |
| 6M | -21.4% | +9.4% | -30.9% | -23.4% |
| YTD | -3.5% | +0.4% | -3.9% | -4.2% |
| 1Y | +17.4% | +4.0% | +13.3% | +14.3% |
| All | +17.4% | +4.3% | +13.1% | +14.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling