-11.4%
TEAM vs DAR
+11.9%
-23.3%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | -1.0% | -15.1% | -16.0% |
| 7D | -19.8% | -9.9% | -9.9% | -18.6% |
| 30D | -21.5% | -16.4% | -5.1% | -19.5% |
| 3M | +39.5% | -17.1% | +56.5% | +42.6% |
| 6M | +73.1% | -20.5% | +93.5% | +77.7% |
| YTD | -5.2% | +39.4% | -44.6% | -14.9% |
| 1Y | -1.6% | +57.2% | -58.8% | -14.5% |
| 3Y | -11.4% | +13.9% | -25.3% | -20.3% |
| All | -11.4% | +11.9% | -23.3% | -20.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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