+15.1%
TEAM vs ALC
+4.2%
+10.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +6.8% | -7.4% | -3.3% |
| 7D | -13.7% | +10.7% | -24.4% | -17.5% |
| 30D | -3.4% | +20.2% | -23.6% | -11.2% |
| 3M | +72.1% | +8.9% | +63.2% | +65.6% |
| 6M | +103.8% | +5.7% | +98.1% | +96.6% |
| YTD | +17.1% | -1.4% | +18.5% | +14.0% |
| 1Y | +15.1% | +4.7% | +10.4% | +9.9% |
| All | +15.1% | +4.2% | +10.9% | +9.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALC.
Daily Out/Under-Performance
Portfolio return minus ALC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALC 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 ALC 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