+12.8%
TEAM vs FN
+17.1%
-4.3%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +3.1% | -5.8% | -2.2% |
| 7D | -0.4% | -1.7% | +1.2% | -0.7% |
| 30D | +67.3% | -22.0% | +89.3% | +62.7% |
| 3M | +86.8% | -43.0% | +129.8% | +75.3% |
| 6M | +146.8% | -27.7% | +174.6% | +142.9% |
| YTD | +16.9% | -10.5% | +27.4% | +16.3% |
| 1Y | +12.8% | +12.5% | +0.3% | +14.6% |
| All | +12.8% | +17.1% | -4.3% | +14.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 FN 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