+3.0%
TEAM vs CHD
+0.8%
+2.2%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.3% | +2.3% | +0.9% |
| 7D | -7.8% | -4.7% | -3.0% | -8.1% |
| 30D | +16.5% | -8.3% | +24.9% | +15.7% |
| 3M | +96.2% | -4.0% | +100.2% | +94.5% |
| 6M | +130.2% | -6.5% | +136.7% | +130.3% |
| YTD | +10.7% | +13.1% | -2.3% | +9.7% |
| 1Y | +3.0% | +2.3% | +0.7% | -0.6% |
| All | +3.0% | +0.8% | +2.2% | -0.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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