-6.6%
TEAM vs IP
-3.2%
-3.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.1% | -2.9% | -3.9% |
| 7D | -22.2% | 0.0% | -22.2% | -22.2% |
| 30D | -28.1% | +9.4% | -37.5% | -29.2% |
| 3M | -2.2% | -14.1% | +11.9% | -0.5% |
| 6M | +62.2% | +9.2% | +53.1% | +61.9% |
| YTD | -8.4% | -7.5% | -0.8% | -9.7% |
| 1Y | -6.6% | -2.8% | -3.8% | -9.4% |
| All | -6.6% | -3.2% | -3.4% | -9.4% |
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