+475.2%
TEAM vs D
+35.9%
+439.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +0.6% | -7.5% | -7.0% |
| 7D | -5.7% | +0.8% | -6.4% | -5.8% |
| 30D | +18.3% | -0.7% | +19.1% | +18.5% |
| 3M | +80.2% | +2.1% | +78.1% | +79.5% |
| 6M | +111.0% | +6.8% | +104.1% | +107.7% |
| YTD | +8.8% | +16.5% | -7.7% | +5.1% |
| 1Y | +2.2% | +19.2% | -17.0% | -2.0% |
| 3Y | -14.6% | +61.9% | -76.5% | -25.2% |
| 5Y | -53.8% | +6.5% | -60.3% | -55.5% |
| 10Y | +475.2% | +35.3% | +440.0% | +451.3% |
| All | +475.2% | +35.9% | +439.4% | +451.3% |
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