+441.0%
TEAM vs SO
+188.2%
+252.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.1% | -4.2% | -4.1% |
| 7D | -22.2% | -0.1% | -22.1% | -22.2% |
| 30D | -28.1% | +8.7% | -36.8% | -28.9% |
| 3M | -2.2% | +3.4% | -5.5% | -2.6% |
| 6M | +62.2% | +3.7% | +58.5% | +61.1% |
| YTD | -8.4% | +10.0% | -18.4% | -10.2% |
| 1Y | -6.6% | +6.6% | -13.2% | -8.0% |
| 3Y | -15.7% | +52.5% | -68.2% | -24.8% |
| 5Y | -65.7% | +76.1% | -141.8% | -70.4% |
| 10Y | +441.0% | +194.9% | +246.1% | +357.5% |
| All | +441.0% | +188.2% | +252.7% | +357.5% |
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