+12.8%
TEAM vs FE
+11.4%
+1.4%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.6% | -2.0% | -3.0% |
| 7D | -0.4% | +1.9% | -2.4% | +0.9% |
| 30D | +67.3% | -1.2% | +68.5% | +65.4% |
| 3M | +86.8% | +3.5% | +83.3% | +93.7% |
| 6M | +146.8% | -6.1% | +152.9% | +136.4% |
| YTD | +16.9% | +7.6% | +9.3% | +20.9% |
| 1Y | +12.8% | +11.9% | +0.9% | +13.6% |
| All | +12.8% | +11.4% | +1.4% | +13.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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