+443.6%
TEAM vs AR
+57.4%
+386.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.1% | -1.6% | -1.5% |
| 7D | -2.4% | +7.4% | -9.8% | -3.0% |
| 30D | -26.7% | +5.8% | -32.5% | -27.1% |
| 3M | -9.6% | +5.2% | -14.8% | -10.1% |
| 6M | +86.0% | +5.4% | +80.6% | +84.8% |
| YTD | -7.5% | +12.4% | -19.9% | -8.8% |
| 1Y | -1.4% | +12.8% | -14.2% | -2.8% |
| 3Y | -14.3% | +47.2% | -61.5% | -17.6% |
| 5Y | -66.3% | +101.1% | -167.4% | -68.1% |
| All | +443.6% | +57.4% | +386.3% | +474.8% |
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