+467.0%
TEAM vs CAPR
-64.9%
+531.9%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +9.4% | -8.7% | +0.6% |
| 7D | -17.2% | +36.0% | -53.3% | -17.6% |
| 30D | -25.1% | +25.8% | -50.9% | -25.4% |
| 3M | +3.9% | +140.8% | -136.9% | +1.9% |
| 6M | +69.1% | -67.6% | +136.7% | +70.0% |
| YTD | -4.5% | -65.9% | +61.4% | -4.3% |
| 1Y | -1.9% | +66.1% | -68.0% | -9.5% |
| 3Y | -9.3% | +256.9% | -266.2% | -21.2% |
| 5Y | -65.2% | +172.1% | -237.3% | -69.9% |
| 10Y | +467.0% | -64.7% | +531.7% | +373.0% |
| All | +467.0% | -64.9% | +531.9% | +373.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling