+15.1%
TEAM vs EXEL
+92.4%
-77.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.2% | -0.6% |
| 7D | -13.7% | +9.8% | -23.5% | -13.2% |
| 30D | -3.4% | +23.6% | -27.1% | -2.3% |
| 3M | +72.1% | +29.9% | +42.2% | +73.5% |
| 6M | +103.8% | +64.7% | +39.1% | +115.6% |
| YTD | +17.1% | +66.0% | -48.9% | +24.5% |
| 1Y | +15.1% | +92.0% | -76.9% | +24.6% |
| All | +15.1% | +92.4% | -77.3% | +24.6% |
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