+436.9%
TEAM vs FND
+56.5%
+380.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.9% | -0.3% |
| 7D | -5.2% | -5.8% | +0.5% | -3.2% |
| 30D | +15.8% | -20.2% | +36.0% | +24.9% |
| 3M | +101.5% | -12.0% | +113.4% | +109.4% |
| 6M | +138.2% | -18.5% | +156.7% | +150.9% |
| YTD | +10.8% | -22.3% | +33.1% | +17.4% |
| 1Y | +1.7% | -47.6% | +49.3% | +23.1% |
| 3Y | -16.0% | -49.8% | +33.7% | -3.0% |
| 5Y | -52.7% | -63.0% | +10.3% | -42.2% |
| All | +436.9% | +56.5% | +380.4% | +369.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling