-13.0%
TEAM vs FE
+49.1%
-62.1%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | -0.1% |
| 7D | -16.9% | -0.3% | -16.6% | -17.0% |
| 30D | -26.8% | +3.9% | -30.7% | -26.3% |
| 3M | -1.9% | -0.1% | -1.8% | -1.8% |
| 6M | +79.2% | +6.1% | +73.1% | +81.2% |
| YTD | -6.1% | +8.1% | -14.1% | -6.0% |
| 1Y | -2.1% | +4.4% | -6.5% | -1.9% |
| All | -13.0% | +49.1% | -62.1% | -25.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling