+1.7%
TEAM vs FND
-45.3%
+47.0%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.9% | -0.1% |
| 7D | -5.2% | -5.8% | +0.5% | -3.9% |
| 30D | +15.8% | -20.2% | +36.0% | +21.2% |
| 3M | +101.5% | -12.0% | +113.4% | +108.3% |
| 6M | +138.2% | -18.5% | +156.7% | +146.6% |
| YTD | +10.8% | -22.3% | +33.1% | +15.1% |
| 1Y | +1.7% | -47.6% | +49.3% | +4.8% |
| All | +1.7% | -45.3% | +47.0% | +4.8% |
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