-50.3%
TEAM vs B
+153.8%
-204.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.2% | -0.4% | -2.4% |
| 7D | -0.4% | -1.6% | +1.2% | -0.3% |
| 30D | +67.3% | +9.4% | +57.9% | +65.7% |
| 3M | +86.8% | +5.0% | +81.8% | +85.7% |
| 6M | +146.8% | -3.5% | +150.4% | +147.2% |
| YTD | +16.9% | +4.5% | +12.5% | +15.3% |
| 1Y | +12.8% | +67.8% | -55.0% | +2.3% |
| 3Y | -7.3% | +196.7% | -204.0% | -25.7% |
| All | -50.3% | +153.8% | -204.1% | -59.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling