+15.1%
TEAM vs NI
+9.5%
+5.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.5% | -2.1% | +1.2% |
| 7D | -13.7% | +3.9% | -17.7% | -9.4% |
| 30D | -3.4% | +15.3% | -18.7% | +15.1% |
| 3M | +72.1% | +2.4% | +69.7% | +77.3% |
| 6M | +103.8% | -4.5% | +108.4% | +99.0% |
| YTD | +17.1% | +11.4% | +5.7% | +22.6% |
| 1Y | +15.1% | +8.5% | +6.6% | +20.0% |
| All | +15.1% | +9.5% | +5.6% | +20.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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