-14.6%
TEAM vs COR
+87.4%
-102.0%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -1.9% | -5.1% | -7.3% |
| 7D | -5.7% | -1.9% | -3.8% | -6.0% |
| 30D | +18.3% | +1.5% | +16.8% | +18.8% |
| 3M | +80.2% | +18.7% | +61.5% | +85.6% |
| 6M | +111.0% | -9.0% | +120.0% | +105.2% |
| YTD | +8.8% | -3.3% | +12.1% | +7.8% |
| 1Y | +2.2% | +9.8% | -7.7% | +3.7% |
| 3Y | -14.6% | +87.4% | -102.0% | +12.6% |
| All | -14.6% | +87.4% | -102.0% | +12.6% |
Cumulative growth
Daily Returns
Daily percentage return beside COR.
Daily Out/Under-Performance
Portfolio return minus COR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COR 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 COR 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