+441.0%
TEAM vs CI
+147.8%
+293.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +2.5% | -6.6% | -4.5% |
| 7D | -22.2% | +2.6% | -24.8% | -22.5% |
| 30D | -28.1% | +7.3% | -35.5% | -28.9% |
| 3M | -2.2% | +9.5% | -11.6% | -3.6% |
| 6M | +62.2% | +6.4% | +55.8% | +60.3% |
| YTD | -8.4% | +12.0% | -20.4% | -10.6% |
| 1Y | -6.6% | +20.1% | -26.7% | -10.1% |
| 3Y | -15.7% | +9.6% | -25.3% | -19.8% |
| 5Y | -65.7% | +52.7% | -118.4% | -70.0% |
| 10Y | +441.0% | +150.3% | +290.7% | +293.5% |
| All | +441.0% | +147.8% | +293.1% | +293.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 CI 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