+607.6%
TEAM vs P
+474.5%
+133.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.8% | -3.2% | -3.8% |
| 7D | -22.2% | -13.3% | -8.9% | -19.5% |
| 30D | -28.1% | -34.0% | +5.8% | -20.1% |
| 3M | -2.2% | +4.1% | -6.2% | -6.5% |
| 6M | +62.2% | +30.5% | +31.8% | +40.7% |
| YTD | -8.4% | +52.2% | -60.5% | -25.7% |
| 1Y | -6.6% | +10.3% | -16.9% | -18.2% |
| 3Y | -15.7% | +180.9% | -196.6% | -51.1% |
| 5Y | -65.7% | +259.7% | -325.4% | -81.7% |
| 10Y | +441.0% | +652.6% | -211.7% | +127.3% |
| All | +607.6% | +474.5% | +133.1% | +237.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling