-8.4%
TEAM vs ALL
+155.4%
-163.7%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.3% | -1.3% | -2.4% |
| 7D | -0.4% | 0.0% | -0.5% | -0.4% |
| 30D | +67.3% | -1.5% | +68.8% | +66.9% |
| 3M | +86.8% | +23.6% | +63.2% | +80.1% |
| 6M | +146.8% | +22.3% | +124.5% | +138.0% |
| YTD | +16.9% | +26.5% | -9.6% | +12.0% |
| 1Y | +12.8% | +27.0% | -14.2% | +8.1% |
| All | -8.4% | +155.4% | -163.7% | -29.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling