+257.9%
TEAM vs SE
+562.7%
-304.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +2.0% | +1.3% |
| 7D | -7.8% | -4.8% | -3.0% | -6.3% |
| 30D | +16.5% | -18.1% | +34.7% | +23.9% |
| 3M | +96.2% | +30.6% | +65.5% | +78.8% |
| 6M | +130.2% | +20.8% | +109.4% | +113.6% |
| YTD | +10.7% | -15.6% | +26.3% | +14.6% |
| 1Y | +3.0% | -44.2% | +47.2% | +21.1% |
| 3Y | -13.1% | +181.5% | -194.6% | -43.8% |
| 5Y | -52.7% | -66.9% | +14.2% | -47.5% |
| All | +257.9% | +562.7% | -304.8% | +86.5% |
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 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