+86.0%
TEAM vs NI
-0.8%
+86.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.5% | -2.0% | -0.9% |
| 7D | -2.4% | +4.3% | -6.7% | +2.9% |
| 30D | -26.7% | +12.4% | -39.1% | -14.3% |
| 3M | -9.6% | +10.2% | -19.8% | +1.1% |
| 6M | +86.0% | -0.8% | +86.9% | +87.7% |
| All | +86.0% | -0.8% | +86.8% | +87.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling