+740.1%
TEAM vs AU
+1,882.9%
-1,142.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -1.1% | -5.8% | -6.9% |
| 7D | -5.7% | -0.3% | -5.4% | -5.6% |
| 30D | +18.3% | +12.8% | +5.6% | +17.3% |
| 3M | +80.2% | +28.5% | +51.8% | +77.3% |
| 6M | +111.0% | +4.8% | +106.2% | +109.1% |
| YTD | +8.8% | +31.0% | -22.1% | +5.7% |
| 1Y | +2.2% | +81.4% | -79.3% | -3.5% |
| 3Y | -14.6% | +618.4% | -633.0% | -28.5% |
| 5Y | -53.8% | +686.3% | -740.1% | -61.9% |
| 10Y | +475.2% | +664.5% | -189.3% | +375.7% |
| All | +740.1% | +1,882.9% | -1,142.8% | +444.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling