+12.8%
TEAM vs AME
+29.8%
-17.0%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.5% | -4.1% | -1.8% |
| 7D | -0.4% | +0.6% | -1.1% | -0.1% |
| 30D | +67.3% | -6.7% | +74.0% | +61.4% |
| 3M | +86.8% | +4.1% | +82.7% | +92.0% |
| 6M | +146.8% | +1.6% | +145.2% | +153.0% |
| YTD | +16.9% | +16.1% | +0.8% | +14.0% |
| 1Y | +12.8% | +27.3% | -14.5% | +4.3% |
| All | +12.8% | +29.8% | -17.0% | +4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AME.
Daily Out/Under-Performance
Portfolio return minus AME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AME 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 AME 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