+12.8%
TEAM vs CAPR
+48.7%
-35.9%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.3% | -3.9% | -2.6% |
| 7D | -0.4% | -2.0% | +1.5% | -0.4% |
| 30D | +67.3% | +139.2% | -71.9% | +67.9% |
| 3M | +86.8% | -66.4% | +153.1% | +87.2% |
| 6M | +146.8% | -63.1% | +210.0% | +147.0% |
| YTD | +16.9% | -67.4% | +84.4% | +17.1% |
| 1Y | +12.8% | +58.2% | -45.5% | +9.7% |
| All | +12.8% | +48.7% | -35.9% | +9.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 CAPR 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