+2.2%
TEAM vs CAPR
+35.6%
-33.5%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -3.6% | -3.3% | -7.0% |
| 7D | -5.7% | -9.5% | +3.8% | -5.7% |
| 30D | +18.3% | +121.5% | -103.2% | +18.8% |
| 3M | +80.2% | -65.4% | +145.6% | +80.5% |
| 6M | +111.0% | -67.5% | +178.5% | +111.2% |
| YTD | +8.8% | -68.6% | +77.4% | +8.9% |
| 1Y | +2.2% | +42.7% | -40.5% | 0.0% |
| All | +2.2% | +35.6% | -33.5% | 0.0% |
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 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