-17.0%
TEAM vs EFX
-12.7%
-4.3%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.1% | +2.8% | +2.0% |
| 7D | -4.7% | -9.4% | +4.7% | +1.2% |
| 30D | +17.0% | -6.9% | +23.9% | +22.3% |
| 3M | +85.9% | +0.1% | +85.8% | +88.6% |
| 6M | +116.7% | -17.3% | +134.0% | +140.3% |
| YTD | +9.6% | -21.8% | +31.5% | +24.1% |
| 1Y | -2.5% | -32.5% | +30.0% | +17.6% |
| All | -17.0% | -12.7% | -4.3% | -14.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 EFX 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