+196.2%
TEAM vs SE
+372.6%
-176.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.5% | -2.6% | -3.6% |
| 7D | -22.2% | 0.0% | -22.3% | -22.3% |
| 30D | -28.1% | -19.4% | -8.8% | -23.3% |
| 3M | -2.2% | -33.1% | +30.9% | +10.0% |
| 6M | +62.2% | -11.4% | +73.7% | +66.0% |
| YTD | -8.4% | -39.8% | +31.4% | +5.3% |
| 1Y | -6.6% | -50.5% | +43.9% | +13.7% |
| 3Y | -15.7% | +68.9% | -84.6% | -35.3% |
| 5Y | -65.7% | -77.1% | +11.4% | -57.2% |
| All | +196.2% | +372.6% | -176.4% | +71.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling