+802.8%
TEAM vs EFV
+172.1%
+630.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.1% | -2.5% | -2.5% |
| 7D | -0.4% | +1.5% | -1.9% | -1.4% |
| 30D | +67.3% | +1.7% | +65.6% | +65.5% |
| 3M | +86.8% | +8.6% | +78.1% | +76.0% |
| 6M | +146.8% | +11.7% | +135.1% | +126.0% |
| YTD | +16.9% | +19.3% | -2.4% | +1.1% |
| 1Y | +12.8% | +30.2% | -17.4% | -8.8% |
| 3Y | -7.3% | +91.6% | -98.9% | -43.6% |
| 5Y | -50.7% | +96.4% | -147.1% | -70.5% |
| 10Y | +529.8% | +166.5% | +363.4% | +212.0% |
| All | +802.8% | +172.1% | +630.7% | +333.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling