-17.9%
TEAM vs ACI
+34.0%
-51.9%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +2.2% | -6.2% | -4.3% |
| 7D | -22.2% | -0.6% | -21.6% | -22.1% |
| 30D | -28.1% | +9.5% | -37.7% | -28.9% |
| 3M | -2.2% | +10.1% | -12.2% | -3.2% |
| 6M | +62.2% | -15.4% | +77.6% | +63.7% |
| YTD | -8.4% | -19.5% | +11.2% | -7.4% |
| 1Y | -6.6% | -21.0% | +14.4% | -5.5% |
| 3Y | -15.7% | -31.2% | +15.5% | -14.3% |
| 5Y | -65.7% | -40.6% | -25.1% | -65.2% |
| All | -17.9% | +34.0% | -51.9% | -20.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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