+454.5%
TEAM vs P
+686.0%
-231.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +4.4% | -1.8% | +1.3% |
| 7D | -19.7% | -4.7% | -15.0% | -19.1% |
| 30D | -26.6% | -31.4% | +4.8% | -19.2% |
| 3M | -1.1% | -2.6% | +1.6% | -3.3% |
| 6M | +74.6% | +21.9% | +52.7% | +55.1% |
| YTD | -6.0% | +58.9% | -64.9% | -25.2% |
| 1Y | -3.2% | +21.7% | -25.0% | -18.1% |
| 3Y | -13.5% | +193.3% | -206.8% | -51.6% |
| 5Y | -65.5% | +275.1% | -340.6% | -82.3% |
| 10Y | +454.5% | +655.3% | -200.8% | +138.6% |
| All | +454.5% | +686.0% | -231.4% | +138.6% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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