-12.9%
TEAM vs ROIV
+384.4%
-397.3%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.6% | +1.0% | +2.5% |
| 7D | -19.7% | +9.5% | -29.2% | -20.1% |
| 30D | -26.6% | +21.0% | -47.6% | -27.6% |
| 3M | -1.1% | +18.7% | -19.8% | -2.6% |
| 6M | +74.6% | +44.5% | +30.1% | +67.3% |
| YTD | -6.0% | +92.9% | -98.8% | -15.6% |
| 1Y | -3.2% | +100.2% | -103.5% | -14.4% |
| All | -12.9% | +384.4% | -397.3% | -44.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling