+12.8%
TEAM vs SE
-38.5%
+51.3%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.9% | -1.7% | -2.3% |
| 7D | -0.4% | -6.1% | +5.7% | +1.6% |
| 30D | +67.3% | -2.5% | +69.8% | +67.1% |
| 3M | +86.8% | +21.7% | +65.1% | +74.5% |
| 6M | +146.8% | +27.0% | +119.8% | +127.3% |
| YTD | +16.9% | -12.1% | +29.1% | +18.6% |
| 1Y | +12.8% | -40.9% | +53.7% | +29.5% |
| All | +12.8% | -38.5% | +51.3% | +29.5% |
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