-6.6%
TEAM vs A
+22.0%
-28.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.3% | -2.8% | -3.7% |
| 7D | -22.2% | +1.4% | -23.6% | -22.6% |
| 30D | -28.1% | +4.3% | -32.4% | -29.0% |
| 3M | -2.2% | +19.8% | -21.9% | -8.1% |
| 6M | +62.2% | +54.4% | +7.9% | +43.0% |
| YTD | -8.4% | +31.7% | -40.1% | -11.7% |
| 1Y | -6.6% | +22.4% | -29.1% | -9.2% |
| All | -6.6% | +22.0% | -28.6% | -9.2% |
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