+15.1%
TEAM vs EW
+19.7%
-4.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.4% | -5.0% | -2.0% |
| 7D | -13.7% | +8.3% | -22.0% | -15.9% |
| 30D | -3.4% | +13.9% | -17.4% | -7.5% |
| 3M | +72.1% | +10.9% | +61.2% | +66.2% |
| 6M | +103.8% | +19.2% | +84.6% | +92.8% |
| YTD | +17.1% | +16.6% | +0.5% | +11.5% |
| 1Y | +15.1% | +18.1% | -3.0% | +9.2% |
| All | +15.1% | +19.7% | -4.6% | +9.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 EW 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