+802.8%
TEAM vs IT
+101.2%
+701.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -4.6% | +2.0% | 0.0% |
| 7D | -0.4% | -6.0% | +5.6% | +3.1% |
| 30D | +67.3% | 0.0% | +67.3% | +67.3% |
| 3M | +86.8% | +13.1% | +73.7% | +72.3% |
| 6M | +146.8% | +11.7% | +135.1% | +130.3% |
| YTD | +16.9% | -26.1% | +43.0% | +35.1% |
| 1Y | +12.8% | -21.3% | +34.0% | +25.3% |
| 3Y | -7.3% | -46.7% | +39.5% | +22.8% |
| 5Y | -50.7% | -40.5% | -10.2% | -37.5% |
| 10Y | +529.8% | +103.9% | +425.9% | +360.4% |
| All | +802.8% | +101.2% | +701.6% | +540.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling