+12.8%
TEAM vs EWT
+99.0%
-86.2%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.9% | -4.5% | -2.5% |
| 7D | -0.4% | +4.0% | -4.4% | -0.3% |
| 30D | +67.3% | +10.3% | +57.0% | +68.0% |
| 3M | +86.8% | +6.1% | +80.7% | +88.5% |
| 6M | +146.8% | +56.6% | +90.2% | +132.5% |
| YTD | +16.9% | +76.6% | -59.7% | +5.2% |
| 1Y | +12.8% | +97.9% | -85.1% | +2.6% |
| All | +12.8% | +99.0% | -86.2% | +2.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EWT.
Daily Out/Under-Performance
Portfolio return minus EWT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWT 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 EWT 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