+2.2%
TEAM vs CI
-8.5%
+10.7%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -2.4% | -4.6% | -7.0% |
| 7D | -5.7% | -2.6% | -3.1% | -5.7% |
| 30D | +18.3% | -2.4% | +20.7% | +18.3% |
| 3M | +80.2% | -4.8% | +85.0% | +79.5% |
| 6M | +111.0% | +2.1% | +108.8% | +110.6% |
| YTD | +8.8% | +1.4% | +7.5% | +8.3% |
| 1Y | +2.2% | -6.8% | +8.9% | +2.0% |
| All | +2.2% | -8.5% | +10.7% | +2.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling