+2.2%
TEAM vs ALC
-12.7%
+14.9%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -2.0% | -5.0% | -6.0% |
| 7D | -5.7% | -3.7% | -2.0% | -4.0% |
| 30D | +18.3% | -3.7% | +22.1% | +20.5% |
| 3M | +80.2% | +4.6% | +75.7% | +79.5% |
| 6M | +111.0% | -14.6% | +125.6% | +121.5% |
| YTD | +8.8% | -11.9% | +20.7% | +12.3% |
| 1Y | +2.2% | -13.1% | +15.3% | +3.7% |
| All | +2.2% | -12.7% | +14.9% | +3.7% |
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