+441.0%
TEAM vs EXEL
+363.4%
+77.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.6% | -2.5% | -3.7% |
| 7D | -22.2% | -2.4% | -19.8% | -21.9% |
| 30D | -28.1% | +17.9% | -46.0% | -30.5% |
| 3M | -2.2% | +33.3% | -35.4% | -7.9% |
| 6M | +62.2% | +46.6% | +15.7% | +49.5% |
| YTD | -8.4% | +61.0% | -69.4% | -17.7% |
| 1Y | -6.6% | +70.4% | -77.1% | -17.3% |
| 3Y | -15.7% | +236.1% | -251.8% | -38.1% |
| 5Y | -65.7% | +284.8% | -350.6% | -75.8% |
| 10Y | +441.0% | +348.4% | +92.5% | +254.7% |
| All | +441.0% | +363.4% | +77.5% | +254.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling