+625.9%
TEAM vs IAG
+1,088.8%
-462.9%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.4% | +5.0% | +2.7% |
| 7D | -19.7% | +3.4% | -23.2% | -19.9% |
| 30D | -26.6% | -2.7% | -23.9% | -26.6% |
| 3M | -1.1% | -0.5% | -0.6% | -1.3% |
| 6M | +74.6% | -4.8% | +79.4% | +74.3% |
| YTD | -6.0% | +9.6% | -15.6% | -7.5% |
| 1Y | -3.2% | +32.2% | -35.4% | -5.9% |
| 3Y | -13.5% | +692.5% | -706.1% | -24.7% |
| 5Y | -65.5% | +447.6% | -513.1% | -70.0% |
| 10Y | +454.5% | +403.3% | +51.2% | +388.2% |
| All | +625.9% | +1,088.8% | -462.9% | +617.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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