+802.8%
TEAM vs ED
+149.0%
+653.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.3% | -1.3% | -2.7% |
| 7D | -0.4% | -0.2% | -0.3% | -0.5% |
| 30D | +67.3% | -0.1% | +67.4% | +67.3% |
| 3M | +86.8% | +3.9% | +82.8% | +87.3% |
| 6M | +146.8% | -3.0% | +149.9% | +146.8% |
| YTD | +16.9% | +10.7% | +6.2% | +17.3% |
| 1Y | +12.8% | +13.3% | -0.6% | +13.2% |
| 3Y | -7.3% | +34.5% | -41.8% | -8.2% |
| 5Y | -50.7% | +67.1% | -117.8% | -51.2% |
| 10Y | +529.8% | +103.0% | +426.8% | +577.1% |
| All | +802.8% | +149.0% | +653.7% | +1,753.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling