+12.8%
TEAM vs EXC
+2.6%
+10.2%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.0% | -0.6% | -3.1% |
| 7D | -0.4% | -0.7% | +0.2% | -0.6% |
| 30D | +67.3% | -4.6% | +71.9% | +65.0% |
| 3M | +86.8% | -2.2% | +89.0% | +86.8% |
| 6M | +146.8% | -10.6% | +157.4% | +138.9% |
| YTD | +16.9% | +1.9% | +15.0% | +19.7% |
| 1Y | +12.8% | +3.4% | +9.4% | +16.3% |
| All | +12.8% | +2.6% | +10.2% | +16.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 EXC 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