+802.8%
TEAM vs ALL
+416.9%
+385.9%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.3% | -1.3% | -2.3% |
| 7D | -0.4% | 0.0% | -0.5% | -0.4% |
| 30D | +67.3% | -1.5% | +68.8% | +67.3% |
| 3M | +86.8% | +23.6% | +63.2% | +77.7% |
| 6M | +146.8% | +22.3% | +124.5% | +135.0% |
| YTD | +16.9% | +26.5% | -9.6% | +10.4% |
| 1Y | +12.8% | +27.0% | -14.2% | +6.2% |
| 3Y | -7.3% | +149.6% | -156.9% | -26.5% |
| 5Y | -50.7% | +118.1% | -168.8% | -60.2% |
| 10Y | +529.8% | +369.0% | +160.9% | +297.0% |
| All | +802.8% | +416.9% | +385.9% | +497.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling