+452.5%
TEAM vs PPL
+65.8%
+386.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.0% | +3.5% | +2.7% |
| 7D | -19.7% | -1.0% | -18.8% | -19.6% |
| 30D | -26.6% | +3.0% | -29.7% | -27.1% |
| 3M | -1.1% | +1.1% | -2.2% | -1.4% |
| 6M | +74.6% | -0.8% | +75.4% | +74.3% |
| YTD | -6.0% | +3.5% | -9.4% | -7.2% |
| 1Y | -3.2% | -0.9% | -2.3% | -3.7% |
| 3Y | -13.5% | +54.2% | -67.7% | -22.4% |
| 5Y | -65.5% | +46.3% | -111.8% | -68.6% |
| All | +452.5% | +65.8% | +386.7% | +402.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PPL.
Daily Out/Under-Performance
Portfolio return minus PPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PPL 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 PPL 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