+494.4%
TEAM vs NI
+143.3%
+351.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -5.2% | 0.0% | -5.3% | -5.2% |
| 30D | +15.8% | -1.4% | +17.1% | +16.0% |
| 3M | +101.5% | -10.6% | +112.0% | +104.8% |
| 6M | +138.2% | -9.3% | +147.5% | +140.3% |
| YTD | +10.8% | +1.1% | +9.7% | +8.7% |
| 1Y | +1.7% | +3.4% | -1.7% | -0.8% |
| 3Y | -16.0% | +67.9% | -83.9% | -27.3% |
| 5Y | -52.7% | +98.0% | -150.7% | -60.2% |
| All | +494.4% | +143.3% | +351.2% | +394.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling