-33.1%
TEAM vs ROIV
+270.3%
-303.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | +6.2% | -22.3% | -17.2% |
| 7D | -19.8% | +5.3% | -25.2% | -20.7% |
| 30D | -21.5% | +11.9% | -33.4% | -23.2% |
| 3M | +39.5% | +10.7% | +28.8% | +35.9% |
| 6M | +73.1% | +34.9% | +38.2% | +61.3% |
| YTD | -5.2% | +79.2% | -84.4% | -17.5% |
| 1Y | -1.6% | +89.0% | -90.6% | -15.5% |
| 3Y | -11.4% | +337.3% | -348.8% | -37.3% |
| 5Y | -65.1% | +402.3% | -467.4% | -79.9% |
| All | -33.1% | +270.3% | -303.4% | -58.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling