+389.7%
TPR vs NDAQ
+484.3%
-94.6%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.3% | +1.2% | +1.6% |
| 7D | +12.7% | -0.1% | +12.8% | +12.6% |
| 30D | +17.1% | +15.9% | +1.2% | +5.8% |
| 3M | -15.9% | +15.1% | -31.0% | -24.2% |
| 6M | +2.6% | +22.9% | -20.3% | -12.2% |
| YTD | +7.5% | +12.8% | -5.3% | -3.8% |
| 1Y | +32.9% | +26.0% | +6.9% | +9.9% |
| 3Y | +413.8% | +119.7% | +294.1% | +176.3% |
| 5Y | +263.9% | +65.4% | +198.5% | +137.0% |
| 10Y | +389.7% | +469.3% | -79.6% | +35.4% |
| All | +389.7% | +484.3% | -94.6% | +35.4% |
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