-13.0%
TEAM vs AR
+48.5%
-61.5%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.4% | -0.3% |
| 7D | -16.9% | +6.4% | -23.3% | -17.8% |
| 30D | -26.8% | +3.1% | -29.9% | -27.3% |
| 3M | -1.9% | +3.3% | -5.2% | -2.8% |
| 6M | +79.2% | +6.6% | +72.6% | +76.1% |
| YTD | -6.1% | +12.3% | -18.4% | -9.3% |
| 1Y | -2.1% | +12.3% | -14.4% | -5.7% |
| All | -13.0% | +48.5% | -61.5% | -18.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling