+60.4%
F vs TEAM
+631.8%
-571.4%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -16.2% | +15.4% | +1.2% |
| 7D | +1.6% | -19.8% | +21.4% | +4.0% |
| 30D | +2.6% | -21.5% | +24.1% | +5.2% |
| 3M | -8.8% | +39.5% | -48.3% | -13.4% |
| 6M | +4.6% | +73.1% | -68.4% | -4.1% |
| YTD | -1.9% | -5.2% | +3.3% | -3.9% |
| 1Y | -0.8% | -1.6% | +0.8% | -3.3% |
| 3Y | +43.5% | -11.4% | +54.9% | +37.9% |
| 5Y | -12.1% | -65.1% | +53.0% | -11.9% |
| 10Y | +83.6% | +471.3% | -387.7% | +43.9% |
| All | +60.4% | +631.8% | -571.4% | +24.2% |
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 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