+802.8%
TEAM vs CB
+259.0%
+543.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.9% | -0.7% | -2.3% |
| 7D | -0.4% | +0.5% | -0.9% | -0.5% |
| 30D | +67.3% | -3.1% | +70.4% | +68.1% |
| 3M | +86.8% | +9.0% | +77.8% | +83.9% |
| 6M | +146.8% | +2.9% | +144.0% | +145.3% |
| YTD | +16.9% | +10.1% | +6.8% | +14.5% |
| 1Y | +12.8% | +22.8% | -10.0% | +8.0% |
| 3Y | -7.3% | +73.8% | -81.1% | -18.7% |
| 5Y | -50.7% | +99.2% | -149.9% | -58.3% |
| 10Y | +529.8% | +218.2% | +311.6% | +339.1% |
| All | +802.8% | +259.0% | +543.8% | +472.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 all: compounded portfolio wealth divided by compounded CB 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…
all analysis · Full analysis span regression · 6 months rolling