+740.1%
TEAM vs PPL
+68.3%
+671.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.1% | -6.9% | -6.9% |
| 7D | -5.7% | +1.8% | -7.4% | -6.0% |
| 30D | +18.3% | -1.1% | +19.4% | +18.5% |
| 3M | +80.2% | 0.0% | +80.2% | +80.0% |
| 6M | +111.0% | -7.6% | +118.6% | +113.5% |
| YTD | +8.8% | +1.7% | +7.1% | +7.8% |
| 1Y | +2.2% | +1.5% | +0.6% | +1.2% |
| 3Y | -14.6% | +55.3% | -69.9% | -23.9% |
| 5Y | -53.8% | +37.7% | -91.5% | -57.8% |
| 10Y | +475.2% | +54.0% | +421.2% | +404.5% |
| All | +740.1% | +68.3% | +671.7% | +658.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling