+494.4%
TEAM vs DE
+863.9%
-369.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.2% |
| 7D | -5.2% | -2.6% | -2.6% | -4.6% |
| 30D | +15.8% | +9.0% | +6.7% | +13.1% |
| 3M | +101.5% | +19.1% | +82.3% | +91.7% |
| 6M | +138.2% | +14.4% | +123.8% | +126.8% |
| YTD | +10.8% | +45.9% | -35.1% | -3.4% |
| 1Y | +1.7% | +43.6% | -41.9% | -11.2% |
| 3Y | -16.0% | +75.9% | -91.9% | -31.8% |
| 5Y | -52.7% | +98.8% | -151.5% | -63.4% |
| All | +494.4% | +863.9% | -369.4% | +184.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DE.
Daily Out/Under-Performance
Portfolio return minus DE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DE 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 DE 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