+15.1%
TEAM vs IRE
-97.6%
+112.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -23.2% | +22.6% | -0.9% |
| 7D | -13.7% | -46.8% | +33.1% | -14.4% |
| 30D | -3.4% | -75.5% | +72.1% | -5.6% |
| 3M | +72.1% | -79.4% | +151.5% | +67.7% |
| 6M | +103.8% | -91.3% | +195.1% | +99.8% |
| YTD | +17.1% | -90.8% | +107.9% | +16.7% |
| 1Y | +15.1% | -97.7% | +112.8% | +16.1% |
| All | +15.1% | -97.6% | +112.6% | +16.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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