-7.9%
TEAM vs D
+58.5%
-66.4%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.4% | -2.2% | -2.6% |
| 7D | -0.4% | +1.5% | -1.9% | -0.3% |
| 30D | +67.3% | -2.6% | +69.9% | +66.9% |
| 3M | +86.8% | 0.0% | +86.8% | +86.6% |
| 6M | +146.8% | +7.4% | +139.5% | +147.4% |
| YTD | +16.9% | +15.9% | +1.1% | +16.8% |
| 1Y | +12.8% | +18.1% | -5.3% | +12.3% |
| All | -7.9% | +58.5% | -66.4% | -17.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling