+460.1%
TEAM vs D
+42.6%
+417.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | -1.5% | -14.7% | -15.9% |
| 7D | -19.8% | +3.0% | -22.8% | -20.2% |
| 30D | -21.5% | +11.5% | -33.0% | -22.8% |
| 3M | +39.5% | +3.7% | +35.8% | +38.7% |
| 6M | +73.1% | +13.5% | +59.5% | +69.2% |
| YTD | -5.2% | +20.7% | -25.9% | -8.9% |
| 1Y | -1.6% | +18.2% | -19.8% | -5.1% |
| 3Y | -11.4% | +73.3% | -84.8% | -23.1% |
| 5Y | -65.1% | +12.3% | -77.4% | -66.6% |
| All | +460.1% | +42.6% | +417.5% | +439.4% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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