-15.1%
TEAM vs ACI
+29.9%
-45.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | -3.4% | -12.8% | -15.8% |
| 7D | -19.8% | -2.2% | -17.6% | -19.6% |
| 30D | -21.5% | +10.3% | -31.8% | -22.4% |
| 3M | +39.5% | +7.2% | +32.3% | +38.4% |
| 6M | +73.1% | -18.0% | +91.1% | +75.3% |
| YTD | -5.2% | -22.0% | +16.8% | -3.9% |
| 1Y | -1.6% | -23.4% | +21.8% | 0.0% |
| 3Y | -11.4% | -35.8% | +24.4% | -9.3% |
| 5Y | -65.1% | -43.7% | -21.4% | -64.5% |
| All | -15.1% | +29.9% | -45.0% | -17.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling