+15.1%
TEAM vs ED
+27.1%
-12.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.0% | -3.6% | +2.5% |
| 7D | -13.7% | +5.4% | -19.1% | -8.7% |
| 30D | -3.4% | +16.4% | -19.8% | +13.6% |
| 3M | +72.1% | +11.9% | +60.3% | +94.3% |
| 6M | +103.8% | +11.6% | +92.3% | +131.6% |
| YTD | +17.1% | +24.1% | -7.0% | +46.3% |
| 1Y | +15.1% | +26.9% | -11.8% | +45.7% |
| All | +15.1% | +27.1% | -12.0% | +45.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 1y: compounded portfolio wealth divided by compounded ED 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…
1y analysis · Full analysis span regression · 6 months rolling