+265.0%
C vs TEAM
-6.9%
+271.9%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.6% | +2.3% | 0.0% |
| 7D | +3.6% | -0.4% | +4.1% | +3.7% |
| 30D | +0.1% | +67.3% | -67.2% | -6.3% |
| 3M | +2.4% | +86.8% | -84.4% | -5.8% |
| 6M | +24.9% | +146.8% | -121.9% | +8.7% |
| YTD | +19.8% | +16.9% | +2.9% | +19.4% |
| 1Y | +44.9% | +12.8% | +32.1% | +44.9% |
| All | +265.0% | -6.9% | +271.9% | +262.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling