-2.5%
TEAM vs EMB
+4.6%
-7.2%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.9% | +0.9% |
| 7D | -4.7% | 0.0% | -4.7% | -4.7% |
| 30D | +17.0% | -0.3% | +17.3% | +17.3% |
| 3M | +85.9% | -0.3% | +86.2% | +86.4% |
| 6M | +116.7% | +0.7% | +115.9% | +114.8% |
| YTD | +9.6% | +1.3% | +8.4% | +6.0% |
| 1Y | -2.5% | +4.7% | -7.2% | -6.3% |
| All | -2.5% | +4.6% | -7.2% | -6.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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