+1.7%
TEAM vs SPXU
-36.3%
+38.0%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.4% | +2.5% | -0.6% |
| 7D | -5.2% | +2.5% | -7.7% | -4.5% |
| 30D | +15.8% | +4.2% | +11.6% | +17.2% |
| 3M | +101.5% | -9.3% | +110.7% | +99.5% |
| 6M | +138.2% | -30.7% | +168.9% | +122.7% |
| YTD | +10.8% | -28.1% | +39.0% | +5.6% |
| 1Y | +1.7% | -35.2% | +36.9% | -5.4% |
| All | +1.7% | -36.3% | +38.0% | -5.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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