-65.2%
TEAM vs EXEL
+285.1%
-350.2%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.1% | -2.3% | +0.1% |
| 7D | -17.2% | +2.3% | -19.5% | -17.6% |
| 30D | -25.1% | +19.8% | -44.9% | -28.1% |
| 3M | +3.9% | +32.7% | -28.8% | -2.7% |
| 6M | +69.1% | +49.0% | +20.1% | +54.0% |
| YTD | -4.5% | +63.7% | -68.1% | -15.7% |
| 1Y | -1.9% | +75.8% | -77.6% | -15.3% |
| 3Y | -9.3% | +241.3% | -250.6% | -42.9% |
| 5Y | -65.2% | +289.0% | -354.2% | -80.1% |
| All | -65.2% | +285.1% | -350.2% | -80.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling