+12.8%
TEAM vs A
+21.7%
-8.9%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.6% | -3.2% | -2.8% |
| 7D | -0.4% | -1.9% | +1.5% | +0.1% |
| 30D | +67.3% | +6.9% | +60.4% | +65.0% |
| 3M | +86.8% | +9.2% | +77.5% | +83.6% |
| 6M | +146.8% | +25.7% | +121.1% | +136.6% |
| YTD | +16.9% | +11.5% | +5.4% | +15.9% |
| 1Y | +12.8% | +18.4% | -5.6% | +17.7% |
| All | +12.8% | +21.7% | -8.9% | +17.7% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 1y: compounded portfolio wealth divided by compounded A 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…
1y analysis · Full analysis span regression · 6 months rolling