-3.2%
TEAM vs AR
+11.6%
-14.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.5% | +1.0% | +2.5% |
| 7D | -19.7% | +2.1% | -21.8% | -19.8% |
| 30D | -26.6% | +4.5% | -31.1% | -26.8% |
| 3M | -1.1% | +1.0% | -2.1% | -1.3% |
| 6M | +74.6% | +4.4% | +70.2% | +73.9% |
| YTD | -6.0% | +10.9% | -16.9% | -7.6% |
| 1Y | -3.2% | +8.6% | -11.8% | -4.8% |
| All | -3.2% | +11.6% | -14.8% | -4.8% |
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