+467.0%
TEAM vs D
+42.1%
+424.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +0.9% |
| 7D | -17.2% | +0.8% | -18.0% | -17.3% |
| 30D | -25.1% | +10.7% | -35.8% | -26.2% |
| 3M | +3.9% | +2.3% | +1.6% | +3.5% |
| 6M | +69.1% | +12.5% | +56.6% | +65.5% |
| YTD | -4.5% | +20.1% | -24.6% | -8.1% |
| 1Y | -1.9% | +15.6% | -17.4% | -4.9% |
| 3Y | -9.3% | +75.2% | -84.5% | -21.5% |
| 5Y | -65.2% | +14.6% | -79.7% | -66.8% |
| 10Y | +467.0% | +43.8% | +423.2% | +449.7% |
| All | +467.0% | +42.1% | +424.8% | +449.7% |
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