+12.8%
TEAM vs FND
-36.4%
+49.1%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.7% | -4.3% | -3.0% |
| 7D | -0.4% | -5.2% | +4.8% | +0.6% |
| 30D | +67.3% | -19.9% | +87.2% | +74.7% |
| 3M | +86.8% | +2.7% | +84.1% | +88.2% |
| 6M | +146.8% | -21.7% | +168.5% | +154.6% |
| YTD | +16.9% | -17.5% | +34.4% | +20.0% |
| 1Y | +12.8% | -39.3% | +52.1% | +24.8% |
| All | +12.8% | -36.4% | +49.1% | +24.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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