-7.9%
TEAM vs FE
+49.5%
-57.4%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.6% | -2.0% | -2.7% |
| 7D | -0.4% | +1.9% | -2.4% | -0.2% |
| 30D | +67.3% | -1.2% | +68.5% | +67.0% |
| 3M | +86.8% | +3.5% | +83.3% | +87.6% |
| 6M | +146.8% | -6.1% | +152.9% | +146.6% |
| YTD | +16.9% | +7.6% | +9.3% | +16.3% |
| 1Y | +12.8% | +11.9% | +0.9% | +11.6% |
| All | -7.9% | +49.5% | -57.4% | -21.3% |
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