-2.5%
TEAM vs SE
-42.8%
+40.2%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.1% | +4.8% | +2.0% |
| 7D | -4.7% | -3.6% | -1.0% | -3.6% |
| 30D | +17.0% | -5.3% | +22.3% | +17.8% |
| 3M | +85.9% | +28.1% | +57.8% | +71.9% |
| 6M | +116.7% | +20.7% | +96.0% | +102.5% |
| YTD | +9.6% | -14.8% | +24.4% | +11.8% |
| 1Y | -2.5% | -43.6% | +41.0% | +9.7% |
| All | -2.5% | -42.8% | +40.2% | +9.7% |
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