-17.6%
TEAM vs FTI
+276.6%
-294.2%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -2.1% | -4.8% | -6.5% |
| 7D | -5.7% | -0.2% | -5.5% | -5.6% |
| 30D | +18.3% | +12.3% | +6.0% | +15.8% |
| 3M | +80.2% | +13.8% | +66.5% | +74.8% |
| 6M | +111.0% | +24.3% | +86.7% | +98.3% |
| YTD | +8.8% | +75.8% | -67.0% | -8.6% |
| 1Y | +2.2% | +99.6% | -97.5% | -18.2% |
| All | -17.6% | +276.6% | -294.2% | -45.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling