+475.2%
TEAM vs SO
+156.9%
+318.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +1.0% | -7.9% | -7.1% |
| 7D | -5.7% | +1.0% | -6.7% | -5.8% |
| 30D | +18.3% | -3.2% | +21.5% | +18.8% |
| 3M | +80.2% | -1.7% | +81.9% | +80.5% |
| 6M | +111.0% | -7.2% | +118.2% | +112.7% |
| YTD | +8.8% | +4.6% | +4.2% | +7.3% |
| 1Y | +2.2% | +1.2% | +0.9% | +1.2% |
| 3Y | -14.6% | +45.3% | -59.9% | -23.5% |
| 5Y | -53.8% | +58.7% | -112.5% | -59.6% |
| 10Y | +475.2% | +155.9% | +319.4% | +398.5% |
| All | +475.2% | +156.9% | +318.3% | +398.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SO.
Daily Out/Under-Performance
Portfolio return minus SO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SO 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 SO 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