-14.3%
TEAM vs ALB
-14.4%
+0.1%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.4% | -0.1% | -1.3% |
| 7D | -2.4% | -5.8% | +3.4% | -1.5% |
| 30D | -26.7% | -4.5% | -22.2% | -26.2% |
| 3M | -9.6% | -28.1% | +18.4% | -5.2% |
| 6M | +86.0% | -53.2% | +139.2% | +108.6% |
| YTD | -7.5% | -33.3% | +25.8% | -5.1% |
| 1Y | -1.4% | -17.4% | +16.1% | -3.6% |
| 3Y | -14.3% | -14.1% | -0.2% | -24.2% |
| All | -14.3% | -14.4% | +0.1% | -24.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling