+12.8%
TEAM vs EFV
+30.7%
-17.9%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.1% | -2.5% | -2.7% |
| 7D | -0.4% | +1.5% | -1.9% | +0.2% |
| 30D | +67.3% | +1.7% | +65.6% | +68.5% |
| 3M | +86.8% | +8.6% | +78.1% | +95.5% |
| 6M | +146.8% | +11.7% | +135.1% | +157.3% |
| YTD | +16.9% | +19.3% | -2.3% | +19.5% |
| 1Y | +12.8% | +30.2% | -17.4% | +8.3% |
| All | +12.8% | +30.7% | -17.9% | +8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV 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 EFV 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