+4.7%
TEAM vs ACI
+25.9%
-21.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.3% | -2.3% | -2.6% |
| 7D | -0.4% | +0.2% | -0.6% | -0.5% |
| 30D | +67.3% | +5.9% | +61.4% | +66.2% |
| 3M | +86.8% | -19.8% | +106.6% | +89.8% |
| 6M | +146.8% | -24.7% | +171.6% | +151.9% |
| YTD | +16.9% | -24.4% | +41.3% | +19.0% |
| 1Y | +12.8% | -31.5% | +44.3% | +15.7% |
| 3Y | -7.3% | -38.7% | +31.4% | -4.6% |
| 5Y | -50.7% | -42.8% | -7.9% | -49.6% |
| All | +4.7% | +25.9% | -21.2% | +2.4% |
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 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