+15.1%
TEAM vs FND
-10.3%
+25.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +10.9% | -11.5% | -2.8% |
| 7D | -13.7% | +12.3% | -26.1% | -15.9% |
| 30D | -3.4% | +14.7% | -18.2% | -6.5% |
| 3M | +72.1% | -12.0% | +84.1% | +76.9% |
| 6M | +103.8% | +10.8% | +93.1% | +102.3% |
| YTD | +17.1% | -12.3% | +29.4% | +18.8% |
| 1Y | +15.1% | -13.4% | +28.5% | +16.3% |
| All | +15.1% | -10.3% | +25.3% | +16.3% |
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