-6.6%
TEAM vs EXEL
+72.0%
-78.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.6% | -2.5% | -4.1% |
| 7D | -22.2% | -2.4% | -19.8% | -22.2% |
| 30D | -28.1% | +17.9% | -46.0% | -27.6% |
| 3M | -2.2% | +33.3% | -35.4% | -0.9% |
| 6M | +62.2% | +46.6% | +15.7% | +68.5% |
| YTD | -8.4% | +61.0% | -69.4% | -3.1% |
| 1Y | -6.6% | +70.4% | -77.1% | -0.9% |
| All | -6.6% | +72.0% | -78.6% | -0.9% |
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