+475.2%
TEAM vs CI
+142.6%
+332.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -1.8% | -5.1% | -6.7% |
| 7D | -5.7% | -2.0% | -3.7% | -5.3% |
| 30D | +18.3% | -1.8% | +20.2% | +18.7% |
| 3M | +80.2% | -4.2% | +84.5% | +81.4% |
| 6M | +111.0% | +2.7% | +108.3% | +109.1% |
| YTD | +8.8% | +1.9% | +6.9% | +7.7% |
| 1Y | +2.2% | -6.3% | +8.4% | +2.1% |
| 3Y | -14.6% | +3.9% | -18.5% | -18.3% |
| 5Y | -53.8% | +41.9% | -95.7% | -59.2% |
| 10Y | +475.2% | +140.4% | +334.8% | +327.4% |
| All | +475.2% | +142.6% | +332.6% | +327.4% |
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