+475.2%
TEAM vs AR
+45.1%
+430.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.8% | -6.1% | -6.9% |
| 7D | -5.7% | -1.8% | -3.8% | -5.5% |
| 30D | +18.3% | +12.6% | +5.8% | +17.2% |
| 3M | +80.2% | +10.0% | +70.2% | +78.6% |
| 6M | +111.0% | +0.6% | +110.3% | +110.4% |
| YTD | +8.8% | +13.4% | -4.6% | +7.4% |
| 1Y | +2.2% | +21.7% | -19.6% | 0.0% |
| 3Y | -14.6% | +45.8% | -60.4% | -17.9% |
| 5Y | -53.8% | +144.3% | -198.0% | -56.5% |
| 10Y | +475.2% | +41.8% | +433.4% | +523.6% |
| All | +475.2% | +45.1% | +430.1% | +523.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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