+203.5%
TEAM vs SE
+358.6%
-155.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.3% |
| 7D | -16.9% | -1.5% | -15.4% | -16.6% |
| 30D | -26.8% | -22.3% | -4.5% | -20.9% |
| 3M | -1.9% | -41.8% | +39.9% | +15.8% |
| 6M | +79.2% | -22.4% | +101.6% | +92.1% |
| YTD | -6.1% | -41.6% | +35.5% | +8.9% |
| 1Y | -2.1% | -48.0% | +46.0% | +17.4% |
| 3Y | -13.6% | +63.9% | -77.5% | -33.1% |
| 5Y | -65.8% | -78.2% | +12.4% | -56.7% |
| All | +203.5% | +358.6% | -155.0% | +77.2% |
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