+274.9%
TEAM vs NTR
+103.6%
+171.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +1.5% | -8.5% | -7.2% |
| 7D | -5.7% | +3.8% | -9.5% | -6.4% |
| 30D | +18.3% | +25.2% | -6.9% | +13.1% |
| 3M | +80.2% | +21.0% | +59.2% | +72.7% |
| 6M | +111.0% | +7.6% | +103.4% | +105.7% |
| YTD | +8.8% | +32.9% | -24.1% | +0.3% |
| 1Y | +2.2% | +43.1% | -40.9% | -8.0% |
| 3Y | -14.6% | +41.6% | -56.2% | -23.9% |
| 5Y | -53.8% | +54.8% | -108.6% | -60.6% |
| All | +274.9% | +103.6% | +171.3% | +206.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling