-50.3%
TEAM vs CF
+227.0%
-277.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -3.2% | +0.6% | -2.3% |
| 7D | -0.4% | +6.0% | -6.4% | -1.1% |
| 30D | +67.3% | +14.8% | +52.4% | +64.3% |
| 3M | +86.8% | +14.1% | +72.7% | +83.2% |
| 6M | +146.8% | +28.5% | +118.3% | +133.9% |
| YTD | +16.9% | +74.9% | -58.0% | +4.3% |
| 1Y | +12.8% | +61.7% | -48.9% | +2.1% |
| 3Y | -7.3% | +80.3% | -87.6% | -18.7% |
| All | -50.3% | +227.0% | -277.3% | -60.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CF.
Daily Out/Under-Performance
Portfolio return minus CF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CF 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 5y: compounded portfolio wealth divided by compounded CF 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…
5y analysis · Full analysis span regression · 6 months rolling