+15.3%
LQD vs TEAM
-15.1%
+30.4%
-6.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.2% |
| 7D | 0.0% | -4.7% | +4.6% | 0.0% |
| 30D | -0.2% | +17.0% | -17.2% | -0.5% |
| 3M | -1.7% | +85.9% | -87.6% | -2.8% |
| 6M | -2.7% | +116.7% | -119.3% | -4.2% |
| YTD | -1.4% | +9.6% | -11.0% | -1.4% |
| 1Y | -1.0% | -2.5% | +1.5% | -0.6% |
| All | +15.3% | -15.1% | +30.4% | +15.1% |
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 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