-1.4%
TEAM vs EXPE
-4.7%
+3.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.2% | -0.3% | -0.9% |
| 7D | -2.4% | -0.5% | -1.9% | -2.1% |
| 30D | -26.7% | -6.1% | -20.6% | -25.8% |
| 3M | -9.6% | -21.3% | +11.7% | +0.4% |
| 6M | +86.0% | +19.0% | +67.0% | +64.2% |
| YTD | -7.5% | -8.4% | +0.9% | -12.1% |
| 1Y | -1.4% | -2.8% | +1.4% | -8.2% |
| All | -1.4% | -4.7% | +3.4% | -8.2% |
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