+452.5%
TEAM vs APD
+190.7%
+261.9%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.9% | +1.6% | +2.2% |
| 7D | -19.7% | -1.2% | -18.6% | -19.2% |
| 30D | -26.6% | +11.0% | -37.7% | -29.7% |
| 3M | -1.1% | +2.6% | -3.6% | -2.3% |
| 6M | +74.6% | +4.8% | +69.8% | +70.1% |
| YTD | -6.0% | +31.0% | -37.0% | -18.0% |
| 1Y | -3.2% | +23.4% | -26.6% | -13.6% |
| 3Y | -13.5% | +28.4% | -41.9% | -25.9% |
| 5Y | -65.5% | +15.2% | -80.7% | -70.0% |
| All | +452.5% | +190.7% | +261.9% | +161.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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