+452.5%
TEAM vs IT
+90.8%
+361.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.2% | +0.4% | +1.4% |
| 7D | -19.7% | -6.8% | -12.9% | -16.2% |
| 30D | -26.6% | -0.6% | -26.1% | -27.4% |
| 3M | -1.1% | +3.1% | -4.1% | -4.4% |
| 6M | +74.6% | +25.5% | +49.1% | +49.5% |
| YTD | -6.0% | -23.5% | +17.5% | +4.6% |
| 1Y | -3.2% | -16.6% | +13.4% | +2.6% |
| 3Y | -13.5% | -53.1% | +39.6% | +22.0% |
| 5Y | -65.5% | -41.4% | -24.0% | -57.1% |
| All | +452.5% | +90.8% | +361.7% | +327.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling