-7.9%
TEAM vs IP
+21.5%
-29.4%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.2% | -4.8% | -3.1% |
| 7D | -0.4% | -5.3% | +4.8% | +0.7% |
| 30D | +67.3% | -10.9% | +78.2% | +71.5% |
| 3M | +86.8% | +11.2% | +75.6% | +81.9% |
| 6M | +146.8% | -10.2% | +157.0% | +150.0% |
| YTD | +16.9% | -2.0% | +18.9% | +15.2% |
| 1Y | +12.8% | -19.1% | +31.9% | +16.8% |
| All | -7.9% | +21.5% | -29.4% | -17.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling