+443.6%
TEAM vs A
+302.9%
+140.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.5% | -2.1% | -1.9% |
| 7D | -2.4% | -0.5% | -1.9% | -2.2% |
| 30D | -26.7% | 0.0% | -26.7% | -26.9% |
| 3M | -9.6% | +16.7% | -26.3% | -19.3% |
| 6M | +86.0% | +54.8% | +31.2% | +35.6% |
| YTD | -7.5% | +28.8% | -36.3% | -24.1% |
| 1Y | -1.4% | +19.3% | -20.7% | -14.9% |
| 3Y | -14.3% | +65.5% | -79.8% | -45.1% |
| 5Y | -66.3% | +12.1% | -78.4% | -70.9% |
| All | +443.6% | +302.9% | +140.8% | +107.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling