+281.9%
TEAM vs NTR
+97.9%
+183.9%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.4% | +0.1% |
| 7D | -5.2% | -1.3% | -3.9% | -5.0% |
| 30D | +15.8% | +16.8% | -1.0% | +12.2% |
| 3M | +101.5% | +20.7% | +80.7% | +93.0% |
| 6M | +138.2% | +0.5% | +137.6% | +135.8% |
| YTD | +10.8% | +29.2% | -18.4% | +2.7% |
| 1Y | +1.7% | +39.6% | -37.9% | -7.9% |
| 3Y | -16.0% | +37.9% | -53.9% | -24.8% |
| 5Y | -52.7% | +47.1% | -99.8% | -59.2% |
| All | +281.9% | +97.9% | +183.9% | +214.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling