+2.2%
TEAM vs AR
+17.5%
-15.3%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | +109.3% |
| YTD | +8.8% | +13.4% | -4.6% | +6.8% |
| 1Y | +2.2% | +21.7% | -19.6% | -1.0% |
| All | +2.2% | +17.5% | -15.3% | -1.0% |
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