-11.4%
TEAM vs ACWI
+70.3%
-81.8%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | 0.0% | -16.1% | -16.1% |
| 7D | -19.8% | -2.4% | -17.5% | -17.7% |
| 30D | -21.5% | -5.2% | -16.3% | -16.5% |
| 3M | +39.5% | -4.8% | +44.3% | +48.0% |
| 6M | +73.1% | -1.3% | +74.4% | +74.5% |
| YTD | -5.2% | +8.4% | -13.6% | -16.9% |
| 1Y | -1.6% | +11.0% | -12.6% | -17.0% |
| 3Y | -11.4% | +70.6% | -82.0% | -64.5% |
| All | -11.4% | +70.3% | -81.8% | -64.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 3y: compounded portfolio wealth divided by compounded ACWI 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…
3y analysis · Full analysis span regression · 6 months rolling