+12.8%
TEAM vs EXPE
+40.7%
-27.9%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.7% | -0.9% | -1.8% |
| 7D | -0.4% | -9.5% | +9.1% | +4.7% |
| 30D | +67.3% | -6.6% | +73.9% | +72.4% |
| 3M | +86.8% | +31.4% | +55.4% | +63.4% |
| 6M | +146.8% | +35.2% | +111.6% | +113.6% |
| YTD | +16.9% | +5.8% | +11.1% | +7.4% |
| 1Y | +12.8% | +38.7% | -25.9% | -4.8% |
| All | +12.8% | +40.7% | -27.9% | -4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 EXPE 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