-53.8%
TEAM vs EAT
+326.5%
-380.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -3.4% | -3.6% | -5.8% |
| 7D | -5.7% | -4.9% | -0.8% | -4.0% |
| 30D | +18.3% | -1.2% | +19.6% | +17.9% |
| 3M | +80.2% | +52.2% | +28.0% | +53.8% |
| 6M | +111.0% | +65.0% | +45.9% | +70.3% |
| YTD | +8.8% | +55.0% | -46.2% | -10.7% |
| 1Y | +2.2% | +42.1% | -39.9% | -14.1% |
| 3Y | -14.6% | +614.7% | -629.3% | -68.1% |
| 5Y | -53.8% | +322.7% | -376.5% | -83.0% |
| All | -53.8% | +326.5% | -380.3% | -83.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 5y: compounded portfolio wealth divided by compounded EAT 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…
5y analysis · Full analysis span regression · 6 months rolling