-2.5%
TEAM vs RVTY
+43.7%
-46.2%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.5% | +3.3% | +1.2% |
| 7D | -4.7% | -5.4% | +0.7% | -3.6% |
| 30D | +17.0% | +6.7% | +10.3% | +15.9% |
| 3M | +85.9% | +19.0% | +66.9% | +79.5% |
| 6M | +116.7% | +34.6% | +82.0% | +102.4% |
| YTD | +9.6% | +28.3% | -18.6% | +5.7% |
| 1Y | -2.5% | +46.0% | -48.6% | -6.9% |
| All | -2.5% | +43.7% | -46.2% | -6.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling