+802.8%
TEAM vs EXC
+239.1%
+563.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.1% | -1.6% | -2.4% |
| 7D | -0.4% | +0.3% | -0.7% | -0.5% |
| 30D | +67.3% | -3.7% | +71.0% | +68.6% |
| 3M | +86.8% | -1.3% | +88.1% | +87.1% |
| 6M | +146.8% | -9.7% | +156.5% | +151.5% |
| YTD | +16.9% | +2.9% | +14.0% | +15.4% |
| 1Y | +12.8% | +4.4% | +8.4% | +10.8% |
| 3Y | -7.3% | +22.2% | -29.5% | -14.3% |
| 5Y | -50.7% | +46.7% | -97.4% | -56.4% |
| 10Y | +529.8% | +155.3% | +374.5% | +375.3% |
| All | +802.8% | +239.1% | +563.7% | +480.5% |
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 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