+15.1%
TEAM vs FTV
+37.8%
-22.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.3% | -2.9% | -1.2% |
| 7D | -13.7% | +6.6% | -20.3% | -15.2% |
| 30D | -3.4% | +19.1% | -22.5% | -8.1% |
| 3M | +72.1% | +13.1% | +59.1% | +66.5% |
| 6M | +103.8% | +14.0% | +89.8% | +96.3% |
| YTD | +17.1% | +24.2% | -7.1% | +11.4% |
| 1Y | +15.1% | +36.4% | -21.3% | +5.5% |
| All | +15.1% | +37.8% | -22.7% | +5.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 FTV 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