+452.0%
TEAM vs EXC
+201.2%
+250.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -16.9% | -1.9% | -15.0% | -16.6% |
| 30D | -26.8% | +7.8% | -34.6% | -27.9% |
| 3M | -1.9% | +1.9% | -3.8% | -2.3% |
| 6M | +79.2% | +3.4% | +75.8% | +77.5% |
| YTD | -6.1% | +7.6% | -13.7% | -8.1% |
| 1Y | -2.1% | +2.1% | -4.2% | -3.1% |
| 3Y | -13.6% | +29.6% | -43.2% | -21.0% |
| 5Y | -65.8% | +39.5% | -105.3% | -69.2% |
| All | +452.0% | +201.2% | +250.8% | +343.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling