+12.8%
TEAM vs EMR
+19.4%
-6.7%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.7% | -4.4% | -2.4% |
| 7D | -0.4% | -1.5% | +1.1% | -0.6% |
| 30D | +67.3% | -5.6% | +72.9% | +65.8% |
| 3M | +86.8% | +7.9% | +78.8% | +90.7% |
| 6M | +146.8% | +6.0% | +140.8% | +153.8% |
| YTD | +16.9% | +16.4% | +0.5% | +17.7% |
| 1Y | +12.8% | +16.6% | -3.8% | +12.9% |
| All | +12.8% | +19.4% | -6.7% | +12.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EMR.
Daily Out/Under-Performance
Portfolio return minus EMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMR 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 EMR 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