+88.5%
F vs TEAM
+802.8%
-714.3%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.6% | +4.1% | +1.8% |
| 7D | +5.3% | -0.4% | +5.8% | +5.4% |
| 30D | +4.6% | +67.3% | -62.7% | -2.3% |
| 3M | -3.7% | +86.8% | -90.4% | -11.7% |
| 6M | +16.8% | +146.8% | -130.0% | +1.8% |
| YTD | +15.3% | +16.9% | -1.6% | +10.8% |
| 1Y | +31.0% | +12.8% | +18.2% | +26.1% |
| 3Y | +45.4% | -7.3% | +52.7% | +40.0% |
| 5Y | +54.7% | -50.7% | +105.4% | +50.3% |
| 10Y | +98.2% | +529.8% | -431.6% | +53.4% |
| All | +88.5% | +802.8% | -714.3% | +43.1% |
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