-21.2%
NOW vs TEAM
-12.6%
-8.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.1% | -1.9% | -2.0% |
| 7D | -1.7% | -16.9% | +15.3% | +6.6% |
| 30D | -27.4% | -26.8% | -0.6% | -15.1% |
| 3M | -19.4% | -1.9% | -17.5% | -17.9% |
| 6M | +13.1% | +79.2% | -66.1% | -15.1% |
| YTD | -34.3% | -6.1% | -28.2% | -36.4% |
| 1Y | -41.8% | -2.1% | -39.7% | -44.6% |
| All | -21.2% | -12.6% | -8.6% | -21.8% |
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