+216.5%
C vs TEAM
-12.5%
+229.0%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.6% | -1.0% | +1.3% |
| 7D | -0.4% | -19.7% | +19.3% | +1.6% |
| 30D | -5.3% | -26.6% | +21.3% | -2.6% |
| 3M | -8.0% | -1.1% | -6.9% | -8.6% |
| 6M | -0.3% | +74.6% | -74.9% | -8.9% |
| YTD | +8.6% | -6.0% | +14.6% | +10.6% |
| 1Y | +25.8% | -3.2% | +29.1% | +27.2% |
| All | +216.5% | -12.5% | +229.0% | +211.4% |
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