+446.2%
APP vs TEAM
-21.6%
+467.7%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +31.0% | -3.5% | +34.5% | +32.5% |
| 7D | +39.7% | -10.2% | +49.9% | +46.0% |
| 30D | +27.7% | -5.5% | +33.2% | +30.4% |
| 3M | -14.8% | +61.7% | -76.5% | -33.7% |
| 6M | -25.5% | +98.5% | -124.0% | -48.9% |
| YTD | -47.2% | +13.0% | -60.2% | -54.3% |
| 1Y | -42.3% | +13.5% | -55.8% | -50.3% |
| 3Y | +806.8% | +3.6% | +803.2% | +646.7% |
| 5Y | +261.6% | -58.4% | +320.0% | +294.6% |
| All | +446.2% | -21.6% | +467.7% | +438.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TEAM.
Daily Out/Under-Performance
Portfolio return minus TEAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEAM 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 all: compounded portfolio wealth divided by compounded TEAM 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…
all analysis · Full analysis span regression · 6 months rolling