-1.6%
TEAM vs ROIV
+93.5%
-95.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | +6.2% | -22.3% | -15.1% |
| 7D | -19.8% | +5.3% | -25.2% | -18.9% |
| 30D | -21.5% | +11.9% | -33.4% | -19.9% |
| 3M | +39.5% | +10.7% | +28.8% | +42.9% |
| 6M | +73.1% | +34.9% | +38.2% | +83.5% |
| YTD | -5.2% | +79.2% | -84.4% | +4.4% |
| 1Y | -1.6% | +89.0% | -90.6% | +7.3% |
| All | -1.6% | +93.5% | -95.1% | +7.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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