+746.4%
TEAM vs CNC
+125.4%
+620.9%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.8% | +1.6% | +0.9% |
| 7D | -4.7% | -4.9% | +0.2% | -3.7% |
| 30D | +17.0% | -3.8% | +20.8% | +17.9% |
| 3M | +85.9% | -3.2% | +89.1% | +86.9% |
| 6M | +116.7% | +47.9% | +68.8% | +99.4% |
| YTD | +9.6% | +55.7% | -46.1% | -0.7% |
| 1Y | -2.5% | +106.2% | -108.8% | -17.4% |
| 3Y | -14.0% | -2.1% | -11.9% | -19.0% |
| 5Y | -53.1% | +3.4% | -56.5% | -56.7% |
| 10Y | +502.9% | +91.7% | +411.3% | +341.9% |
| All | +746.4% | +125.4% | +620.9% | +488.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 all: compounded portfolio wealth divided by compounded CNC 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…
all analysis · Full analysis span regression · 6 months rolling