-12.9%
TEAM vs B
+174.1%
-187.0%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.6% | +4.2% | +2.7% |
| 7D | -19.7% | -2.7% | -17.1% | -19.5% |
| 30D | -26.6% | -4.3% | -22.3% | -26.4% |
| 3M | -1.1% | -2.3% | +1.2% | -1.0% |
| 6M | +74.6% | -16.2% | +90.8% | +76.5% |
| YTD | -6.0% | -8.8% | +2.8% | -5.9% |
| 1Y | -3.2% | +11.4% | -14.6% | -5.9% |
| All | -12.9% | +174.1% | -187.0% | -34.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling