+15.1%
TEAM vs BR
-14.2%
+29.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.0% | -3.6% | -4.1% |
| 7D | -13.7% | +7.0% | -20.7% | -20.6% |
| 30D | -3.4% | +19.0% | -22.4% | -22.4% |
| 3M | +72.1% | +13.1% | +59.0% | +47.2% |
| 6M | +103.8% | +24.6% | +79.2% | +55.9% |
| YTD | +17.1% | -13.6% | +30.7% | +15.4% |
| 1Y | +15.1% | -13.1% | +28.2% | +11.4% |
| All | +15.1% | -14.2% | +29.3% | +11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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