+441.0%
TEAM vs ED
+136.7%
+304.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.8% | -4.8% | -4.0% |
| 7D | -22.2% | +2.1% | -24.3% | -22.1% |
| 30D | -28.1% | +12.4% | -40.6% | -27.8% |
| 3M | -2.2% | +13.1% | -15.3% | -1.6% |
| 6M | +62.2% | +14.1% | +48.2% | +63.1% |
| YTD | -8.4% | +23.1% | -31.4% | -8.1% |
| 1Y | -6.6% | +25.4% | -32.1% | -6.4% |
| 3Y | -15.7% | +47.9% | -63.6% | -17.5% |
| 5Y | -65.7% | +81.9% | -147.6% | -66.9% |
| 10Y | +441.0% | +141.3% | +299.7% | +433.7% |
| All | +441.0% | +136.7% | +304.2% | +433.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling