+441.0%
TEAM vs RF
+248.4%
+192.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.8% | -3.3% | -3.9% |
| 7D | -22.2% | +0.3% | -22.6% | -22.3% |
| 30D | -28.1% | +6.2% | -34.3% | -29.2% |
| 3M | -2.2% | -7.8% | +5.7% | -0.3% |
| 6M | +62.2% | +5.9% | +56.3% | +59.6% |
| YTD | -8.4% | +9.0% | -17.4% | -10.9% |
| 1Y | -6.6% | +19.3% | -25.9% | -11.3% |
| 3Y | -15.7% | +116.4% | -132.1% | -30.2% |
| 5Y | -65.7% | +46.0% | -111.8% | -69.6% |
| 10Y | +441.0% | +239.8% | +201.2% | +326.7% |
| All | +441.0% | +248.4% | +192.6% | +326.7% |
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