+12.8%
TEAM vs EME
+19.7%
-6.9%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.7% | -4.4% | -2.1% |
| 7D | -0.4% | +1.9% | -2.3% | +0.1% |
| 30D | +67.3% | -8.3% | +75.6% | +63.2% |
| 3M | +86.8% | -10.7% | +97.5% | +84.5% |
| 6M | +146.8% | +1.9% | +144.9% | +149.8% |
| YTD | +16.9% | +23.5% | -6.5% | +17.5% |
| 1Y | +12.8% | +18.0% | -5.2% | +13.6% |
| All | +12.8% | +19.7% | -6.9% | +13.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EME.
Daily Out/Under-Performance
Portfolio return minus EME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EME 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 EME 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