+15.1%
TEAM vs EWT
+54.0%
-38.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.7% |
| 7D | -13.7% | -10.9% | -2.9% | -14.1% |
| 30D | -3.4% | -17.7% | +14.3% | -4.6% |
| 3M | +72.1% | -5.0% | +77.2% | +72.1% |
| 6M | +103.8% | +7.4% | +96.4% | +99.9% |
| YTD | +17.1% | +52.8% | -35.7% | +4.8% |
| 1Y | +15.1% | +55.2% | -40.1% | +2.2% |
| All | +15.1% | +54.0% | -38.9% | +2.2% |
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