-6.6%
TEAM vs AR
+9.7%
-16.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +4.3% | -7.6% | -3.6% |
| 7D | -22.2% | -5.8% | -16.5% | -22.0% |
| 30D | -28.1% | +4.8% | -33.0% | -28.3% |
| 3M | -2.2% | +1.5% | -3.7% | -2.4% |
| 6M | +62.2% | +4.7% | +57.5% | +61.6% |
| YTD | -8.4% | +9.2% | -17.5% | -9.9% |
| 1Y | -6.6% | +11.2% | -17.8% | -8.8% |
| All | -6.6% | +9.7% | -16.3% | -8.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling