-2.5%
TEAM vs FTV
+17.4%
-20.0%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.2% | +2.0% | +1.1% |
| 7D | -4.7% | -1.3% | -3.4% | -4.3% |
| 30D | +17.0% | -9.5% | +26.5% | +20.2% |
| 3M | +85.9% | -10.9% | +96.8% | +90.9% |
| 6M | +116.7% | -0.6% | +117.3% | +115.7% |
| YTD | +9.6% | +1.4% | +8.2% | +10.3% |
| 1Y | -2.5% | +17.6% | -20.2% | -4.6% |
| All | -2.5% | +17.4% | -20.0% | -4.6% |
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