+15.1%
TEAM vs ALL
+42.7%
-27.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.9% | -3.5% | -0.8% |
| 7D | -13.7% | +7.5% | -21.3% | -14.4% |
| 30D | -3.4% | +19.7% | -23.2% | -5.8% |
| 3M | +72.1% | +2.9% | +69.2% | +68.9% |
| 6M | +103.8% | +23.5% | +80.3% | +95.8% |
| YTD | +17.1% | +31.1% | -14.0% | +9.7% |
| 1Y | +15.1% | +40.5% | -25.4% | +7.0% |
| All | +15.1% | +42.7% | -27.6% | +7.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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