+441.0%
TEAM vs RVTY
+212.9%
+228.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.0% | -3.1% | -3.5% |
| 7D | -22.2% | -2.7% | -19.5% | -21.3% |
| 30D | -28.1% | +3.2% | -31.4% | -29.7% |
| 3M | -2.2% | +37.2% | -39.3% | -18.9% |
| 6M | +62.2% | +57.7% | +4.5% | +22.2% |
| YTD | -8.4% | +64.8% | -73.2% | -34.1% |
| 1Y | -6.6% | +72.8% | -79.5% | -35.0% |
| 3Y | -15.7% | +89.8% | -105.5% | -48.7% |
| 5Y | -65.7% | -8.4% | -57.3% | -65.8% |
| 10Y | +441.0% | +219.5% | +221.5% | +160.7% |
| All | +441.0% | +212.9% | +228.0% | +160.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling