-2.5%
TEAM vs ACI
+21.8%
-24.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -3.3% | -3.7% | -6.6% |
| 7D | -5.7% | -2.6% | -3.1% | -5.4% |
| 30D | +18.3% | +1.1% | +17.3% | +18.2% |
| 3M | +80.2% | -23.6% | +103.9% | +84.1% |
| 6M | +111.0% | -29.9% | +140.9% | +116.8% |
| YTD | +8.8% | -26.9% | +35.7% | +11.2% |
| 1Y | +2.2% | -34.2% | +36.4% | +5.3% |
| 3Y | -14.6% | -43.6% | +29.0% | -11.4% |
| 5Y | -53.8% | -42.4% | -11.4% | -52.5% |
| All | -2.5% | +21.8% | -24.3% | -4.4% |
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