+208.1%
C vs TEAM
-13.4%
+221.5%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -16.2% | +16.7% | +2.1% |
| 7D | -2.4% | -19.8% | +17.4% | -0.3% |
| 30D | -6.0% | -21.5% | +15.5% | -3.9% |
| 3M | -10.5% | +39.5% | -50.0% | -15.0% |
| 6M | -5.7% | +73.1% | -78.8% | -13.7% |
| YTD | +4.1% | -5.2% | +9.3% | +5.9% |
| 1Y | +20.5% | -1.6% | +22.1% | +21.5% |
| 3Y | +208.1% | -11.4% | +219.6% | +199.7% |
| All | +208.1% | -13.4% | +221.5% | +199.7% |
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