-2.7%
TEAM vs AR
+6.0%
-8.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.7% |
| 7D | -17.2% | -10.5% | -6.7% | -16.7% |
| 30D | -25.1% | +1.3% | -26.4% | -25.1% |
| 3M | +3.9% | +4.8% | -0.8% | +3.4% |
| 6M | +69.1% | +1.2% | +67.9% | +68.8% |
| YTD | -4.5% | +5.5% | -10.0% | -5.9% |
| All | -2.7% | +6.0% | -8.7% | -4.7% |
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