+1.7%
TEAM vs PBR
+74.3%
-72.6%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.9% | -0.2% |
| 7D | -5.2% | +5.4% | -10.6% | -3.5% |
| 30D | +15.8% | +22.9% | -7.1% | +23.5% |
| 3M | +101.5% | +19.6% | +81.8% | +113.1% |
| 6M | +138.2% | +16.5% | +121.7% | +153.2% |
| YTD | +10.8% | +86.7% | -75.8% | +27.3% |
| 1Y | +1.7% | +74.7% | -73.0% | +14.9% |
| All | +1.7% | +74.3% | -72.6% | +14.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PBR.
Daily Out/Under-Performance
Portfolio return minus PBR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBR 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 1y: compounded portfolio wealth divided by compounded PBR 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…
1y analysis · Full analysis span regression · 6 months rolling