+356.2%
TPR vs NDAQ
+471.8%
-115.6%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.1% |
| 7D | -0.3% | +1.3% | -1.6% | -1.1% |
| 30D | +15.1% | +18.0% | -2.8% | +2.8% |
| 3M | +3.5% | +11.5% | -8.0% | -4.5% |
| 6M | +0.4% | +21.1% | -20.6% | -13.3% |
| YTD | +4.6% | +12.8% | -8.2% | -6.4% |
| 1Y | +33.1% | +25.7% | +7.4% | +10.2% |
| 3Y | +396.0% | +116.8% | +279.2% | +168.7% |
| 5Y | +230.3% | +67.3% | +163.0% | +113.0% |
| All | +356.2% | +471.8% | -115.6% | +17.9% |
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 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