-17.0%
TEAM vs NI
+70.0%
-87.0%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.3% | +0.7% |
| 7D | -4.7% | +1.3% | -5.9% | -4.6% |
| 30D | +17.0% | -0.3% | +17.3% | +17.0% |
| 3M | +85.9% | -9.5% | +95.4% | +86.1% |
| 6M | +116.7% | -10.2% | +126.9% | +116.0% |
| YTD | +9.6% | +1.8% | +7.8% | +4.5% |
| 1Y | -2.5% | +5.7% | -8.2% | -8.5% |
| All | -17.0% | +70.0% | -87.0% | -38.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling