+502.9%
TEAM vs ALB
+80.1%
+422.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.8% | +3.6% | +1.5% |
| 7D | -4.7% | -8.6% | +3.9% | -2.6% |
| 30D | +17.0% | -4.0% | +21.1% | +17.9% |
| 3M | +85.9% | -17.4% | +103.3% | +93.6% |
| 6M | +116.7% | -25.4% | +142.0% | +127.6% |
| YTD | +9.6% | -10.5% | +20.2% | +7.9% |
| 1Y | -2.5% | +75.8% | -78.4% | -22.4% |
| 3Y | -14.0% | -28.5% | +14.5% | -17.4% |
| 5Y | -53.1% | -45.1% | -8.0% | -52.1% |
| 10Y | +502.9% | +87.3% | +415.6% | +328.5% |
| All | +502.9% | +80.1% | +422.8% | +328.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 ALB 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