+494.4%
TEAM vs AU
+699.0%
-204.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | 0.0% |
| 7D | -5.2% | -4.3% | -0.9% | -4.9% |
| 30D | +15.8% | +7.3% | +8.4% | +15.1% |
| 3M | +101.5% | +26.3% | +75.1% | +98.4% |
| 6M | +138.2% | +1.8% | +136.4% | +136.3% |
| YTD | +10.8% | +26.8% | -16.0% | +7.7% |
| 1Y | +1.7% | +66.7% | -65.0% | -3.7% |
| 3Y | -16.0% | +579.1% | -595.1% | -30.5% |
| 5Y | -52.7% | +689.3% | -742.0% | -61.6% |
| All | +494.4% | +699.0% | -204.5% | +423.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 10y: compounded portfolio wealth divided by compounded AU 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…
10y analysis · Full analysis span regression · 6 months rolling