+631.8%
TEAM vs EXC
+254.5%
+377.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | -2.0% | -14.2% | -15.8% |
| 7D | -19.8% | -1.2% | -18.7% | -19.6% |
| 30D | -21.5% | +10.0% | -31.5% | -23.1% |
| 3M | +39.5% | +1.6% | +37.9% | +38.9% |
| 6M | +73.1% | +3.3% | +69.8% | +71.4% |
| YTD | -5.2% | +7.6% | -12.8% | -7.4% |
| 1Y | -1.6% | +3.5% | -5.0% | -3.0% |
| 3Y | -11.4% | +27.7% | -39.1% | -18.9% |
| 5Y | -65.1% | +41.1% | -106.2% | -68.8% |
| 10Y | +471.3% | +178.2% | +293.1% | +319.8% |
| All | +631.8% | +254.5% | +377.3% | +365.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling