+3.0%
TEAM vs FTI
+89.8%
-86.8%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.9% | +3.9% | +0.3% |
| 7D | -7.8% | -5.6% | -2.1% | -9.2% |
| 30D | +16.5% | +0.4% | +16.1% | +16.7% |
| 3M | +96.2% | +8.1% | +88.0% | +102.0% |
| 6M | +130.2% | +16.7% | +113.5% | +140.4% |
| YTD | +10.7% | +70.0% | -59.2% | +18.6% |
| 1Y | +3.0% | +85.4% | -82.4% | +3.4% |
| All | +3.0% | +89.8% | -86.8% | +3.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FTI.
Daily Out/Under-Performance
Portfolio return minus FTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTI 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 FTI 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