-2.5%
TEAM vs A
+13.9%
-16.4%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.4% | +2.2% | +1.2% |
| 7D | -4.7% | -4.4% | -0.3% | -3.4% |
| 30D | +17.0% | -2.7% | +19.7% | +18.0% |
| 3M | +85.9% | +7.0% | +78.9% | +84.2% |
| 6M | +116.7% | +24.6% | +92.0% | +109.0% |
| YTD | +9.6% | +7.0% | +2.6% | +10.1% |
| 1Y | -2.5% | +15.6% | -18.1% | +2.2% |
| All | -2.5% | +13.9% | -16.4% | +2.2% |
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