+15.1%
TEAM vs ADVB
-76.7%
+91.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.5% | +3.9% | -0.7% |
| 7D | -13.7% | -29.5% | +15.8% | -14.5% |
| 30D | -3.4% | -66.9% | +63.4% | -6.3% |
| 3M | +72.1% | -73.7% | +145.9% | +66.7% |
| 6M | +103.8% | -64.8% | +168.6% | +89.9% |
| YTD | +17.1% | -64.0% | +81.1% | +13.6% |
| 1Y | +15.1% | -77.0% | +92.1% | +11.2% |
| All | +15.1% | -76.7% | +91.7% | +11.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 1y: compounded portfolio wealth divided by compounded ADVB 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…
1y analysis · Full analysis span regression · 6 months rolling