+475.2%
TEAM vs ALL
+355.7%
+119.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -2.4% | -4.6% | -6.4% |
| 7D | -5.7% | -1.7% | -4.0% | -5.3% |
| 30D | +18.3% | -4.7% | +23.0% | +19.6% |
| 3M | +80.2% | +18.4% | +61.9% | +73.2% |
| 6M | +111.0% | +20.5% | +90.5% | +101.5% |
| YTD | +8.8% | +23.5% | -14.7% | +3.2% |
| 1Y | +2.2% | +29.0% | -26.8% | -4.1% |
| 3Y | -14.6% | +153.7% | -168.3% | -32.7% |
| 5Y | -53.8% | +114.8% | -168.6% | -62.6% |
| 10Y | +475.2% | +356.1% | +119.1% | +258.8% |
| All | +475.2% | +355.7% | +119.5% | +258.8% |
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