+12.8%
TEAM vs RDW
+24.9%
-12.1%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.5% | -4.2% | -2.7% |
| 7D | -0.4% | -3.1% | +2.7% | -0.3% |
| 30D | +67.3% | -1.8% | +69.1% | +68.0% |
| 3M | +86.8% | -50.9% | +137.6% | +92.2% |
| 6M | +146.8% | +13.5% | +133.3% | +143.9% |
| YTD | +16.9% | +38.6% | -21.6% | +14.6% |
| 1Y | +12.8% | +28.3% | -15.5% | +11.8% |
| All | +12.8% | +24.9% | -12.1% | +11.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RDW.
Daily Out/Under-Performance
Portfolio return minus RDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RDW 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 RDW 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