-1.4%
TEAM vs FND
-24.7%
+23.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.2% | +0.7% | -1.1% |
| 7D | -2.4% | -6.8% | +4.4% | -1.0% |
| 30D | -26.7% | +8.0% | -34.7% | -28.2% |
| 3M | -9.6% | -18.9% | +9.3% | -5.7% |
| 6M | +86.0% | +4.7% | +81.4% | +87.1% |
| YTD | -7.5% | -21.6% | +14.1% | -3.4% |
| 1Y | -1.4% | -22.0% | +20.7% | +3.0% |
| All | -1.4% | -24.7% | +23.3% | +3.0% |
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