+12.8%
TEAM vs IT
-24.5%
+37.3%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -4.6% | +2.0% | +0.5% |
| 7D | -0.4% | -6.0% | +5.6% | +3.7% |
| 30D | +67.3% | 0.0% | +67.3% | +67.2% |
| 3M | +86.8% | +13.1% | +73.7% | +69.2% |
| 6M | +146.8% | +11.7% | +135.1% | +124.9% |
| YTD | +16.9% | -26.1% | +43.0% | +33.0% |
| 1Y | +12.8% | -21.3% | +34.0% | +22.2% |
| All | +12.8% | -24.5% | +37.3% | +22.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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