+614.2%
TEAM vs NI
+237.2%
+377.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.5% | -2.0% | -1.6% |
| 7D | -2.4% | +4.3% | -6.7% | -3.0% |
| 30D | -26.7% | +12.4% | -39.1% | -28.0% |
| 3M | -9.6% | +10.2% | -19.8% | -11.0% |
| 6M | +86.0% | -0.8% | +86.9% | +85.7% |
| YTD | -7.5% | +13.2% | -20.7% | -10.7% |
| 1Y | -1.4% | +10.1% | -11.4% | -4.2% |
| 3Y | -14.3% | +103.1% | -117.4% | -27.6% |
| 5Y | -66.3% | +115.5% | -181.8% | -71.7% |
| 10Y | +445.6% | +195.5% | +250.1% | +344.9% |
| All | +614.2% | +237.2% | +377.0% | +518.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling