+7.4%
TEAM vs Q
+75.3%
-67.9%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +2.3% | -9.3% | -6.7% |
| 7D | -5.7% | +6.7% | -12.4% | -5.1% |
| 30D | +18.3% | -10.6% | +29.0% | +17.3% |
| 3M | +80.2% | -14.6% | +94.8% | +77.0% |
| 6M | +111.0% | +12.1% | +98.9% | +103.6% |
| YTD | +8.8% | +51.3% | -42.5% | +0.7% |
| All | +7.4% | +75.3% | -67.9% | +2.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling