+802.8%
TEAM vs FTI
+278.8%
+524.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.3% | -2.3% | -2.6% |
| 7D | -0.4% | +5.3% | -5.7% | -0.9% |
| 30D | +67.3% | +15.3% | +52.0% | +64.9% |
| 3M | +86.8% | +15.8% | +71.0% | +83.5% |
| 6M | +146.8% | +22.6% | +124.2% | +140.4% |
| YTD | +16.9% | +79.5% | -62.6% | +8.9% |
| 1Y | +12.8% | +102.0% | -89.2% | +3.4% |
| 3Y | -7.3% | +315.8% | -323.1% | -21.4% |
| 5Y | -50.7% | +1,129.5% | -1,180.2% | -62.1% |
| 10Y | +529.8% | +320.9% | +208.9% | +421.8% |
| All | +802.8% | +278.8% | +524.0% | +549.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling