+802.8%
TEAM vs IAG
+1,247.4%
-444.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.2% | -0.4% | -2.5% |
| 7D | -0.4% | -0.5% | +0.1% | -0.4% |
| 30D | +67.3% | +28.9% | +38.4% | +65.2% |
| 3M | +86.8% | +19.1% | +67.6% | +84.8% |
| 6M | +146.8% | -10.3% | +157.1% | +146.8% |
| YTD | +16.9% | +24.2% | -7.3% | +14.4% |
| 1Y | +12.8% | +116.5% | -103.7% | +6.5% |
| 3Y | -7.3% | +742.8% | -750.1% | -19.5% |
| 5Y | -50.7% | +753.3% | -804.0% | -57.8% |
| 10Y | +529.8% | +403.2% | +126.6% | +451.0% |
| All | +802.8% | +1,247.4% | -444.6% | +788.3% |
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