+15.1%
TEAM vs FE
+6.1%
+9.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -13.7% | +1.7% | -15.4% | -12.5% |
| 30D | -3.4% | +8.1% | -11.6% | +2.6% |
| 3M | +72.1% | -1.3% | +73.4% | +69.2% |
| 6M | +103.8% | +2.9% | +100.9% | +110.0% |
| YTD | +17.1% | +8.6% | +8.6% | +26.9% |
| 1Y | +15.1% | +6.3% | +8.7% | +23.6% |
| All | +15.1% | +6.1% | +9.0% | +23.6% |
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