+460.1%
TEAM vs IP
+26.3%
+433.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | +0.8% | -17.0% | -16.4% |
| 7D | -19.8% | -5.1% | -14.8% | -18.9% |
| 30D | -21.5% | +8.5% | -30.0% | -23.3% |
| 3M | +39.5% | -13.8% | +53.3% | +44.3% |
| 6M | +73.1% | +5.7% | +67.3% | +69.1% |
| YTD | -5.2% | -9.1% | +3.9% | -5.2% |
| 1Y | -1.6% | -0.8% | -0.8% | -3.9% |
| 3Y | -11.4% | +14.8% | -26.2% | -18.5% |
| 5Y | -65.1% | -11.5% | -53.6% | -66.0% |
| All | +460.1% | +26.3% | +433.8% | +387.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling