+441.0%
TEAM vs CP
+255.2%
+185.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.3% | -3.8% | -4.0% |
| 7D | -22.2% | +2.8% | -25.0% | -23.0% |
| 30D | -28.1% | +11.0% | -39.2% | -31.2% |
| 3M | -2.2% | +3.8% | -6.0% | -3.7% |
| 6M | +62.2% | +9.5% | +52.7% | +55.9% |
| YTD | -8.4% | +28.2% | -36.6% | -19.4% |
| 1Y | -6.6% | +33.0% | -39.6% | -19.3% |
| 3Y | -15.7% | +35.5% | -51.3% | -28.5% |
| 5Y | -65.7% | +25.8% | -91.5% | -70.2% |
| 10Y | +441.0% | +250.7% | +190.2% | +201.1% |
| All | +441.0% | +255.2% | +185.8% | +201.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CP.
Daily Out/Under-Performance
Portfolio return minus CP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CP 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 CP 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