+15.1%
TEAM vs EXE
-18.4%
+33.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.9% | +2.3% | -0.5% |
| 7D | -13.7% | -4.7% | -9.1% | -13.5% |
| 30D | -3.4% | +1.0% | -4.5% | -3.5% |
| 3M | +72.1% | -5.6% | +77.8% | +72.1% |
| 6M | +103.8% | -12.3% | +116.1% | +106.0% |
| YTD | +17.1% | -19.5% | +36.6% | +19.2% |
| 1Y | +15.1% | -18.9% | +34.0% | +15.7% |
| All | +15.1% | -18.4% | +33.5% | +15.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 EXE 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