-10.0%
TEAM vs RVTY
+83.4%
-93.4%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | +2.8% | -19.0% | -17.1% |
| 7D | -19.8% | -1.2% | -18.6% | -19.7% |
| 30D | -21.5% | +1.0% | -22.5% | -21.9% |
| 3M | +39.5% | +35.8% | +3.7% | +25.6% |
| 6M | +73.1% | +56.7% | +16.4% | +46.7% |
| YTD | -5.2% | +60.7% | -65.9% | -20.9% |
| 1Y | -1.6% | +73.7% | -75.3% | -20.7% |
| All | -10.0% | +83.4% | -93.4% | -36.9% |
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 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