-17.0%
TEAM vs RVMD
+549.6%
-566.6%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.6% | +0.7% |
| 7D | -4.7% | -0.7% | -3.9% | -4.5% |
| 30D | +17.0% | +0.3% | +16.7% | +16.9% |
| 3M | +85.9% | +38.9% | +47.0% | +77.0% |
| 6M | +116.7% | +108.1% | +8.5% | +91.0% |
| YTD | +9.6% | +160.7% | -151.1% | -9.1% |
| 1Y | -2.5% | +407.3% | -409.8% | -30.1% |
| All | -17.0% | +549.6% | -566.6% | -44.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 RVMD 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