+264.0%
SPOT vs TEAM
+248.0%
+16.0%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.6% | -0.5% | -2.4% |
| 7D | -0.9% | -0.4% | -0.5% | -0.9% |
| 30D | +12.5% | +67.3% | -54.8% | -5.7% |
| 3M | +9.9% | +86.8% | -76.9% | -12.0% |
| 6M | +1.6% | +146.8% | -145.3% | -28.7% |
| YTD | -6.6% | +16.9% | -23.5% | -16.4% |
| 1Y | -22.9% | +12.8% | -35.7% | -30.8% |
| 3Y | +244.3% | -7.3% | +251.5% | +206.8% |
| 5Y | +117.8% | -50.7% | +168.5% | +121.8% |
| All | +264.0% | +248.0% | +16.0% | +138.1% |
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