+498.4%
TEAM vs RVTY
+140.7%
+357.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -2.4% | -4.5% | -5.6% |
| 7D | -5.7% | +0.4% | -6.1% | -5.9% |
| 30D | +18.3% | +10.8% | +7.5% | +11.9% |
| 3M | +80.2% | +26.8% | +53.4% | +55.4% |
| 6M | +111.0% | +39.3% | +71.7% | +69.7% |
| YTD | +8.8% | +31.6% | -22.8% | -10.1% |
| 1Y | +2.2% | +47.7% | -45.5% | -22.4% |
| 3Y | -14.6% | +19.9% | -34.5% | -30.9% |
| 5Y | -53.8% | -32.3% | -21.4% | -44.7% |
| All | +498.4% | +140.7% | +357.8% | +233.2% |
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