+15.1%
TEAM vs SNY
+2.7%
+12.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.7% | -5.3% | -1.1% |
| 7D | -13.7% | +12.4% | -26.1% | -15.0% |
| 30D | -3.4% | +20.1% | -23.6% | -6.3% |
| 3M | +72.1% | +11.2% | +60.9% | +70.2% |
| 6M | +103.8% | +9.5% | +94.3% | +101.7% |
| YTD | +17.1% | +3.4% | +13.7% | +15.9% |
| 1Y | +15.1% | +2.0% | +13.1% | +13.9% |
| All | +15.1% | +2.7% | +12.3% | +13.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SNY.
Daily Out/Under-Performance
Portfolio return minus SNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNY 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 SNY 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