+523.2%
TEAM vs RF
+343.3%
+179.9%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.1% | -2.6% | -2.6% |
| 7D | -0.4% | +1.3% | -1.8% | -0.8% |
| 30D | +67.3% | -3.6% | +70.9% | +68.7% |
| 3M | +86.8% | +8.1% | +78.7% | +83.0% |
| 6M | +146.8% | +11.5% | +135.3% | +139.1% |
| YTD | +16.9% | +15.6% | +1.4% | +12.0% |
| 1Y | +12.8% | +15.7% | -2.9% | +7.9% |
| 3Y | -7.3% | +86.9% | -94.2% | -21.2% |
| 5Y | -50.7% | +89.8% | -140.5% | -57.8% |
| All | +523.2% | +343.3% | +179.9% | +331.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RF.
Daily Out/Under-Performance
Portfolio return minus RF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RF 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 10y: compounded portfolio wealth divided by compounded RF 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…
10y analysis · Full analysis span regression · 6 months rolling