-1.6%
TEAM vs FE
+6.2%
-7.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | -0.4% | -15.7% | -16.5% |
| 7D | -19.8% | 0.0% | -19.8% | -19.9% |
| 30D | -21.5% | +5.2% | -26.7% | -18.3% |
| 3M | +39.5% | 0.0% | +39.5% | +39.1% |
| 6M | +73.1% | +5.0% | +68.0% | +84.3% |
| YTD | -5.2% | +7.9% | -13.1% | +2.6% |
| 1Y | -1.6% | +6.3% | -7.9% | +5.8% |
| All | -1.6% | +6.2% | -7.7% | +5.8% |
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