+12.8%
TEAM vs IP
-18.9%
+31.7%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.2% | -4.8% | -2.9% |
| 7D | -0.4% | -5.3% | +4.8% | +0.2% |
| 30D | +67.3% | -10.9% | +78.2% | +69.3% |
| 3M | +86.8% | +11.2% | +75.6% | +85.9% |
| 6M | +146.8% | -10.2% | +157.0% | +141.9% |
| YTD | +16.9% | -2.0% | +18.9% | +14.8% |
| 1Y | +12.8% | -19.1% | +31.9% | +11.1% |
| All | +12.8% | -18.9% | +31.7% | +11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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