+383.3%
TPR vs NDAQ
+472.5%
-89.2%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.7% | -1.2% |
| 7D | +12.1% | +2.9% | +9.2% | +9.9% |
| 30D | +16.7% | +17.5% | -0.8% | +4.5% |
| 3M | -17.4% | +15.4% | -32.8% | -25.7% |
| 6M | +2.3% | +24.6% | -22.3% | -13.3% |
| YTD | +7.1% | +14.4% | -7.3% | -5.0% |
| 1Y | +29.5% | +26.9% | +2.6% | +6.6% |
| 3Y | +415.0% | +119.8% | +295.2% | +177.3% |
| 5Y | +261.5% | +70.5% | +191.0% | +130.3% |
| 10Y | +383.3% | +475.8% | -92.5% | +32.6% |
| All | +383.3% | +472.5% | -89.2% | +32.6% |
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