+15.4%
TEAM vs Q
+71.3%
-55.9%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.7% | -4.3% | -2.5% |
| 7D | -0.4% | +0.2% | -0.7% | -0.4% |
| 30D | +67.3% | -11.1% | +78.4% | +65.3% |
| 3M | +86.8% | -22.1% | +108.9% | +82.6% |
| 6M | +146.8% | +0.5% | +146.3% | +138.3% |
| YTD | +16.9% | +47.8% | -30.9% | +8.0% |
| All | +15.4% | +71.3% | -55.9% | +9.3% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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