+2.2%
TEAM vs M
+31.9%
-29.8%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | M | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -2.6% | -4.3% | -6.8% |
| 7D | -5.7% | +2.4% | -8.0% | -5.7% |
| 30D | +18.3% | -11.6% | +30.0% | +19.0% |
| 3M | +80.2% | +1.6% | +78.6% | +80.8% |
| 6M | +111.0% | +25.2% | +85.8% | +108.8% |
| YTD | +8.8% | +3.8% | +5.1% | +10.4% |
| 1Y | +2.2% | +36.3% | -34.2% | -8.5% |
| All | +2.2% | +31.9% | -29.8% | -8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside M.
Daily Out/Under-Performance
Portfolio return minus M return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × M 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 M 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