-8.4%
TEAM vs RVTY
+18.2%
-26.6%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.3% | -2.3% | -2.5% |
| 7D | -0.4% | +1.1% | -1.5% | -0.8% |
| 30D | +67.3% | +13.2% | +54.1% | +61.0% |
| 3M | +86.8% | +27.2% | +59.5% | +71.4% |
| 6M | +146.8% | +32.4% | +114.4% | +122.1% |
| YTD | +16.9% | +34.9% | -17.9% | +4.5% |
| 1Y | +12.8% | +52.4% | -39.6% | -4.4% |
| All | -8.4% | +18.2% | -26.6% | -13.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling