-3.2%
TEAM vs FITB
+30.5%
-33.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.4% | +2.2% | +2.6% |
| 7D | -19.7% | -0.6% | -19.1% | -19.8% |
| 30D | -26.6% | +7.0% | -33.7% | -26.7% |
| 3M | -1.1% | -4.8% | +3.7% | -1.5% |
| 6M | +74.6% | +13.5% | +61.0% | +74.1% |
| YTD | -6.0% | +19.1% | -25.1% | -8.7% |
| 1Y | -3.2% | +30.8% | -34.0% | -10.5% |
| All | -3.2% | +30.5% | -33.8% | -10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FITB.
Daily Out/Under-Performance
Portfolio return minus FITB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FITB 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 FITB 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