+2.2%
TEAM vs SO
+0.5%
+1.6%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +1.0% | -7.9% | -6.2% |
| 7D | -5.7% | +1.0% | -6.7% | -4.9% |
| 30D | +18.3% | -3.2% | +21.5% | +15.7% |
| 3M | +80.2% | -1.7% | +81.9% | +79.6% |
| 6M | +111.0% | -7.2% | +118.2% | +105.3% |
| YTD | +8.8% | +4.6% | +4.2% | +13.2% |
| 1Y | +2.2% | +1.2% | +0.9% | +4.1% |
| All | +2.2% | +0.5% | +1.6% | +4.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling