+15.1%
TEAM vs SE
-48.0%
+63.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.5% | -5.1% | -1.9% |
| 7D | -13.7% | +6.7% | -20.4% | -15.3% |
| 30D | -3.4% | -17.2% | +13.8% | +1.8% |
| 3M | +72.1% | -28.0% | +100.2% | +87.5% |
| 6M | +103.8% | -6.1% | +109.9% | +106.4% |
| YTD | +17.1% | -37.1% | +54.2% | +29.3% |
| 1Y | +15.1% | -48.8% | +63.8% | +29.4% |
| All | +15.1% | -48.0% | +63.1% | +29.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 SE 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