-65.4%
TEAM vs RVTY
-9.4%
-56.1%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | +2.8% | -19.0% | -17.6% |
| 7D | -19.8% | -1.2% | -18.6% | -19.7% |
| 30D | -21.5% | +1.0% | -22.5% | -22.2% |
| 3M | +39.5% | +35.8% | +3.7% | +17.6% |
| 6M | +73.1% | +56.7% | +16.4% | +32.6% |
| YTD | -5.2% | +60.7% | -65.9% | -29.7% |
| 1Y | -1.6% | +73.7% | -75.3% | -30.7% |
| 3Y | -11.4% | +82.8% | -94.2% | -46.0% |
| All | -65.4% | -9.4% | -56.1% | -60.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling