+146.8%
TEAM vs FND
-24.6%
+171.4%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.7% | -4.3% | -3.1% |
| 7D | -0.4% | -5.2% | +4.8% | +0.9% |
| 30D | +67.3% | -19.9% | +87.2% | +77.1% |
| 3M | +86.8% | +2.7% | +84.1% | +90.0% |
| 6M | +146.8% | -21.7% | +168.5% | +170.0% |
| All | +146.8% | -24.6% | +171.4% | +170.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling