+802.8%
TEAM vs RVTY
+166.7%
+636.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.3% | -2.3% | -2.4% |
| 7D | -0.4% | +1.1% | -1.5% | -1.1% |
| 30D | +67.3% | +13.2% | +54.1% | +56.1% |
| 3M | +86.8% | +27.2% | +59.5% | +60.3% |
| 6M | +146.8% | +32.4% | +114.4% | +103.8% |
| YTD | +16.9% | +34.9% | -17.9% | -5.0% |
| 1Y | +12.8% | +52.4% | -39.6% | -16.1% |
| 3Y | -7.3% | +12.3% | -19.6% | -21.5% |
| 5Y | -50.7% | -30.8% | -19.9% | -42.0% |
| 10Y | +529.8% | +150.7% | +379.2% | +220.6% |
| All | +802.8% | +166.7% | +636.0% | +317.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling