+452.5%
TEAM vs RVTY
+219.4%
+233.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.5% | +3.1% | +2.9% |
| 7D | -19.7% | -0.7% | -19.0% | -19.7% |
| 30D | -26.6% | +1.7% | -28.4% | -27.7% |
| 3M | -1.1% | +36.8% | -37.9% | -17.8% |
| 6M | +74.6% | +60.1% | +14.5% | +30.2% |
| YTD | -6.0% | +64.0% | -70.0% | -32.2% |
| 1Y | -3.2% | +68.2% | -71.4% | -31.6% |
| 3Y | -13.5% | +88.8% | -102.3% | -47.2% |
| 5Y | -65.5% | -10.5% | -54.9% | -65.1% |
| All | +452.5% | +219.4% | +233.1% | +163.0% |
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