+802.8%
TEAM vs D
+59.3%
+743.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.4% | -1.2% | -2.4% |
| 7D | -0.4% | +0.4% | -0.9% | -0.5% |
| 30D | +67.3% | -3.6% | +70.9% | +68.2% |
| 3M | +86.8% | -1.0% | +87.8% | +86.9% |
| 6M | +146.8% | +6.3% | +140.5% | +143.4% |
| YTD | +16.9% | +14.7% | +2.2% | +13.5% |
| 1Y | +12.8% | +16.9% | -4.1% | +8.8% |
| 3Y | -7.3% | +56.8% | -64.1% | -17.5% |
| 5Y | -50.7% | +5.2% | -55.9% | -52.4% |
| 10Y | +529.8% | +35.9% | +494.0% | +506.0% |
| All | +802.8% | +59.3% | +743.5% | +985.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling