+467.0%
TEAM vs ALL
+367.3%
+99.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +0.9% |
| 7D | -17.2% | -3.9% | -13.3% | -16.3% |
| 30D | -25.1% | +10.6% | -35.7% | -26.7% |
| 3M | +3.9% | -4.6% | +8.5% | +5.0% |
| 6M | +69.1% | +20.2% | +48.9% | +61.9% |
| YTD | -4.5% | +23.7% | -28.2% | -9.3% |
| 1Y | -1.9% | +27.9% | -29.7% | -7.6% |
| 3Y | -9.3% | +109.2% | -118.5% | -24.8% |
| 5Y | -65.2% | +148.0% | -213.1% | -72.7% |
| 10Y | +467.0% | +363.8% | +103.2% | +287.6% |
| All | +467.0% | +367.3% | +99.6% | +287.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling