-2.5%
TEAM vs ALL
+28.9%
-31.4%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | -4.7% | -2.2% | -2.4% | -4.3% |
| 30D | +17.0% | -5.6% | +22.6% | +17.7% |
| 3M | +85.9% | +17.2% | +68.7% | +78.9% |
| 6M | +116.7% | +23.2% | +93.4% | +105.9% |
| YTD | +9.6% | +23.6% | -14.0% | +3.8% |
| 1Y | -2.5% | +29.2% | -31.7% | -6.8% |
| All | -2.5% | +28.9% | -31.4% | -6.8% |
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 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