+15.1%
TEAM vs NTR
+36.7%
-21.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.0% | -4.6% | +0.9% |
| 7D | -13.7% | +4.3% | -18.1% | -12.3% |
| 30D | -3.4% | +2.6% | -6.0% | -2.2% |
| 3M | +72.1% | +8.5% | +63.6% | +79.0% |
| 6M | +103.8% | -3.3% | +107.2% | +106.5% |
| YTD | +17.1% | +19.6% | -2.5% | +23.9% |
| 1Y | +15.1% | +37.6% | -22.5% | +14.5% |
| All | +15.1% | +36.7% | -21.6% | +14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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