+452.0%
TEAM vs FTV
+109.0%
+343.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | -0.1% |
| 7D | -16.9% | +3.7% | -20.6% | -18.6% |
| 30D | -26.8% | +16.8% | -43.6% | -33.1% |
| 3M | -1.9% | +10.4% | -12.3% | -7.7% |
| 6M | +79.2% | +12.8% | +66.3% | +65.7% |
| YTD | -6.1% | +23.3% | -29.4% | -18.3% |
| 1Y | -2.1% | +31.0% | -33.0% | -17.9% |
| 3Y | -13.6% | +38.6% | -52.2% | -29.7% |
| 5Y | -65.8% | +17.6% | -83.3% | -70.4% |
| All | +452.0% | +109.0% | +343.0% | +262.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling