+802.8%
TEAM vs DRI
+405.0%
+397.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.5% | -2.1% | -2.5% |
| 7D | -0.4% | +0.6% | -1.0% | -0.6% |
| 30D | +67.3% | +3.8% | +63.5% | +65.5% |
| 3M | +86.8% | +13.0% | +73.8% | +80.5% |
| 6M | +146.8% | +8.3% | +138.5% | +140.2% |
| YTD | +16.9% | +20.6% | -3.7% | +10.0% |
| 1Y | +12.8% | +6.5% | +6.3% | +9.5% |
| 3Y | -7.3% | +53.7% | -61.0% | -18.9% |
| 5Y | -50.7% | +72.7% | -123.4% | -58.2% |
| 10Y | +529.8% | +363.2% | +166.7% | +324.5% |
| All | +802.8% | +405.0% | +397.8% | +515.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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