+399.5%
TPR vs NDAQ
+120.1%
+279.3%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.4% | -1.6% |
| 7D | +6.4% | 0.0% | +6.4% | +6.3% |
| 30D | +13.8% | +16.3% | -2.6% | +7.0% |
| 3M | -16.6% | +15.8% | -32.4% | -21.7% |
| 6M | +0.7% | +24.8% | -24.2% | -8.8% |
| YTD | +5.3% | +14.1% | -8.7% | -0.8% |
| 1Y | +32.4% | +26.5% | +5.8% | +17.8% |
| All | +399.5% | +120.1% | +279.3% | +264.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling