-2.1%
TEAM vs SO
+4.8%
-6.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.4% | -1.2% |
| 7D | -16.9% | -0.9% | -16.0% | -17.6% |
| 30D | -26.8% | +4.9% | -31.7% | -23.8% |
| 3M | -1.9% | +0.8% | -2.7% | -1.3% |
| 6M | +79.2% | +0.6% | +78.6% | +82.3% |
| YTD | -6.1% | +8.7% | -14.7% | +2.6% |
| 1Y | -2.1% | +4.0% | -6.0% | +7.1% |
| All | -2.1% | +4.8% | -6.8% | +7.1% |
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