+15.1%
TEAM vs RDW
+9.7%
+5.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.9% | +4.3% | -0.4% |
| 7D | -13.7% | -14.3% | +0.6% | -13.1% |
| 30D | -3.4% | -26.0% | +22.5% | -2.2% |
| 3M | +72.1% | -27.4% | +99.5% | +75.0% |
| 6M | +103.8% | -10.6% | +114.5% | +101.5% |
| YTD | +17.1% | +1.6% | +15.5% | +16.1% |
| 1Y | +15.1% | +11.1% | +4.0% | +12.7% |
| All | +15.1% | +9.7% | +5.4% | +12.7% |
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