+15.1%
TEAM vs NSC
+24.4%
-9.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NSC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | 0.0% |
| 7D | -13.7% | +1.8% | -15.5% | -12.7% |
| 30D | -3.4% | +8.8% | -12.3% | +1.9% |
| 3M | +72.1% | +1.2% | +70.9% | +74.2% |
| 6M | +103.8% | +11.3% | +92.5% | +116.6% |
| YTD | +17.1% | +20.7% | -3.6% | +27.3% |
| 1Y | +15.1% | +23.4% | -8.3% | +20.6% |
| All | +15.1% | +24.4% | -9.3% | +20.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NSC.
Daily Out/Under-Performance
Portfolio return minus NSC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NSC 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 1y: compounded portfolio wealth divided by compounded NSC 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…
1y analysis · Full analysis span regression · 6 months rolling