+1.7%
TEAM vs BR
-31.7%
+33.4%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.4% |
| 7D | -5.2% | -3.0% | -2.2% | -1.5% |
| 30D | +15.8% | -0.3% | +16.0% | +16.4% |
| 3M | +101.5% | +17.3% | +84.2% | +67.2% |
| 6M | +138.2% | -6.7% | +144.9% | +145.2% |
| YTD | +10.8% | -23.4% | +34.3% | +33.3% |
| 1Y | +1.7% | -32.7% | +34.4% | +44.2% |
| All | +1.7% | -31.7% | +33.4% | +44.2% |
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