+502.9%
TEAM vs RVTY
+134.6%
+368.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.5% | +3.3% | +2.2% |
| 7D | -4.7% | -5.4% | +0.7% | -1.6% |
| 30D | +17.0% | +6.7% | +10.3% | +12.9% |
| 3M | +85.9% | +19.0% | +66.9% | +66.2% |
| 6M | +116.7% | +34.6% | +82.0% | +77.6% |
| YTD | +9.6% | +28.3% | -18.6% | -8.2% |
| 1Y | -2.5% | +46.0% | -48.6% | -25.5% |
| 3Y | -14.0% | +16.9% | -30.8% | -29.4% |
| 5Y | -53.1% | -32.9% | -20.2% | -43.7% |
| 10Y | +502.9% | +141.6% | +361.3% | +240.4% |
| All | +502.9% | +134.6% | +368.4% | +240.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded RVTY 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling