+12.8%
TEAM vs ALL
+28.3%
-15.5%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.3% | -1.3% | -2.5% |
| 7D | -0.4% | 0.0% | -0.5% | -0.4% |
| 30D | +67.3% | -1.5% | +68.8% | +65.9% |
| 3M | +86.8% | +23.6% | +63.2% | +79.7% |
| 6M | +146.8% | +22.3% | +124.5% | +136.9% |
| YTD | +16.9% | +26.5% | -9.6% | +11.4% |
| 1Y | +12.8% | +27.0% | -14.2% | +9.6% |
| All | +12.8% | +28.3% | -15.5% | +9.6% |
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