-2.7%
TEAM vs B
+24.4%
-27.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.2% | -3.4% | +0.7% |
| 7D | -17.2% | +11.3% | -28.5% | -17.3% |
| 30D | -25.1% | +2.9% | -28.0% | -25.2% |
| 3M | +3.9% | -2.9% | +6.8% | +3.7% |
| 6M | +69.1% | -1.2% | +70.3% | +69.4% |
| YTD | -4.5% | -1.3% | -3.1% | -3.7% |
| All | -2.7% | +24.4% | -27.0% | -2.3% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 B 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