-2.5%
TEAM vs IRM
+29.2%
-31.7%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.7% | +1.5% | +0.7% |
| 7D | -4.7% | +3.0% | -7.7% | -4.5% |
| 30D | +17.0% | -5.2% | +22.2% | +16.4% |
| 3M | +85.9% | -8.0% | +93.9% | +84.5% |
| 6M | +116.7% | +9.2% | +107.5% | +114.6% |
| YTD | +9.6% | +41.0% | -31.4% | +4.4% |
| 1Y | -2.5% | +23.3% | -25.8% | -3.9% |
| All | -2.5% | +29.2% | -31.7% | -3.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IRM.
Daily Out/Under-Performance
Portfolio return minus IRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRM 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 IRM 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