+12.8%
TEAM vs AS
-21.9%
+34.7%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +3.6% | -6.2% | -3.1% |
| 7D | -0.4% | -4.9% | +4.5% | +0.2% |
| 30D | +67.3% | -19.6% | +86.9% | +72.0% |
| 3M | +86.8% | -14.4% | +101.2% | +91.3% |
| 6M | +146.8% | -20.1% | +166.9% | +152.5% |
| YTD | +16.9% | -20.9% | +37.9% | +20.2% |
| 1Y | +12.8% | -21.9% | +34.6% | +12.4% |
| All | +12.8% | -21.9% | +34.7% | +12.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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