+12.8%
TEAM vs EXEL
+59.2%
-46.4%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.2% | -2.4% | -2.6% |
| 7D | -0.4% | +8.4% | -8.8% | 0.0% |
| 30D | +67.3% | +4.1% | +63.2% | +66.5% |
| 3M | +86.8% | +12.4% | +74.4% | +88.2% |
| 6M | +146.8% | +41.5% | +105.3% | +153.7% |
| YTD | +16.9% | +34.6% | -17.7% | +21.1% |
| 1Y | +12.8% | +57.9% | -45.1% | +12.6% |
| All | +12.8% | +59.2% | -46.4% | +12.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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