+5.6%
TEAM vs COMP
+309.8%
-304.2%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -8.2% | +4.7% | -2.1% |
| 7D | -10.2% | -1.8% | -8.4% | -10.0% |
| 30D | -5.5% | -0.8% | -4.8% | -5.6% |
| 3M | +61.7% | -28.1% | +89.9% | +70.1% |
| 6M | +98.5% | +27.0% | +71.5% | +88.6% |
| YTD | +13.0% | -12.8% | +25.8% | +14.0% |
| 1Y | +13.5% | +4.9% | +8.6% | +10.7% |
| All | +5.6% | +309.8% | -304.2% | -26.4% |
Cumulative growth
Daily Returns
Daily percentage return beside COMP.
Daily Out/Under-Performance
Portfolio return minus COMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COMP 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 3y: compounded portfolio wealth divided by compounded COMP 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…
3y analysis · Full analysis span regression · 6 months rolling