+755.1%
TEAM vs SNY
+58.2%
+696.9%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.3% | +1.1% |
| 7D | -7.8% | -3.6% | -4.1% | -6.7% |
| 30D | +16.5% | -1.9% | +18.5% | +17.2% |
| 3M | +96.2% | -2.0% | +98.1% | +97.7% |
| 6M | +130.2% | +2.5% | +127.6% | +127.9% |
| YTD | +10.7% | -7.0% | +17.7% | +12.7% |
| 1Y | +3.0% | -4.4% | +7.4% | +3.5% |
| 3Y | -13.1% | -8.4% | -4.7% | -14.3% |
| 5Y | -52.7% | +9.5% | -62.3% | -57.2% |
| 10Y | +509.1% | +64.3% | +444.8% | +361.0% |
| All | +755.1% | +58.2% | +696.9% | +550.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling