-50.3%
TEAM vs P
+276.6%
-327.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.4% | -4.0% | -3.1% |
| 7D | -0.4% | +6.5% | -7.0% | -2.5% |
| 30D | +67.3% | +18.8% | +48.5% | +56.1% |
| 3M | +86.8% | +26.7% | +60.0% | +67.3% |
| 6M | +146.8% | +62.2% | +84.6% | +97.8% |
| YTD | +16.9% | +48.5% | -31.6% | -5.2% |
| 1Y | +12.8% | +26.4% | -13.6% | -7.3% |
| 3Y | -7.3% | +159.4% | -166.7% | -55.4% |
| All | -50.3% | +276.6% | -327.0% | -80.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling