-12.9%
TEAM vs FND
-35.3%
+22.4%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.7% | +3.3% | +2.8% |
| 7D | -19.7% | -4.4% | -15.3% | -18.9% |
| 30D | -26.6% | +14.5% | -41.1% | -29.1% |
| 3M | -1.1% | -15.6% | +14.5% | +2.4% |
| 6M | +74.6% | +4.7% | +69.9% | +71.9% |
| YTD | -6.0% | -16.1% | +10.2% | -3.9% |
| 1Y | -3.2% | -16.0% | +12.8% | -1.3% |
| All | -12.9% | -35.3% | +22.4% | -18.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling