-8.4%
TEAM vs ED
+35.7%
-44.1%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.3% | -1.3% | -3.2% |
| 7D | -0.4% | -0.2% | -0.3% | -0.5% |
| 30D | +67.3% | -0.1% | +67.4% | +67.4% |
| 3M | +86.8% | +3.9% | +82.8% | +90.6% |
| 6M | +146.8% | -3.0% | +149.9% | +146.3% |
| YTD | +16.9% | +10.7% | +6.2% | +21.7% |
| 1Y | +12.8% | +13.3% | -0.6% | +18.3% |
| All | -8.4% | +35.7% | -44.1% | -13.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling