-52.7%
TEAM vs NI
+94.6%
-147.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.1% |
| 7D | -7.8% | -0.6% | -7.2% | -7.7% |
| 30D | +16.5% | -1.4% | +17.9% | +16.8% |
| 3M | +96.2% | -10.6% | +106.7% | +100.2% |
| 6M | +130.2% | -9.9% | +140.1% | +132.6% |
| YTD | +10.7% | +1.2% | +9.6% | +6.5% |
| 1Y | +3.0% | +4.4% | -1.4% | -2.5% |
| 3Y | -13.1% | +68.6% | -81.7% | -34.4% |
| 5Y | -52.7% | +98.0% | -150.7% | -63.8% |
| All | -52.7% | +94.6% | -147.3% | -63.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling