+143.9%
CAT vs TEAM
-13.4%
+157.3%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -16.2% | +17.1% | +0.9% |
| 7D | -10.3% | -19.8% | +9.5% | -10.3% |
| 30D | -31.2% | -21.5% | -9.7% | -31.1% |
| 3M | -34.7% | +39.5% | -74.2% | -34.5% |
| 6M | -39.5% | +73.1% | -112.5% | -39.7% |
| YTD | -1.7% | -5.2% | +3.6% | +6.7% |
| 1Y | -1.1% | -1.6% | +0.4% | +6.5% |
| 3Y | +143.9% | -11.4% | +155.3% | +148.2% |
| All | +143.9% | -13.4% | +157.3% | +148.2% |
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