+494.4%
TEAM vs ET
+177.0%
+317.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.9% | +0.2% |
| 7D | -5.2% | +0.2% | -5.4% | -5.3% |
| 30D | +15.8% | +2.9% | +12.9% | +15.1% |
| 3M | +101.5% | +16.8% | +84.7% | +94.8% |
| 6M | +138.2% | +18.9% | +119.3% | +128.8% |
| YTD | +10.8% | +37.7% | -26.9% | +2.9% |
| 1Y | +1.7% | +32.4% | -30.7% | -4.8% |
| 3Y | -16.0% | +99.5% | -115.5% | -27.2% |
| 5Y | -52.7% | +244.0% | -296.7% | -62.0% |
| All | +494.4% | +177.0% | +317.4% | +416.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ET.
Daily Out/Under-Performance
Portfolio return minus ET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ET 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 10y: compounded portfolio wealth divided by compounded ET 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…
10y analysis · Full analysis span regression · 6 months rolling