-14.6%
TEAM vs SPXU
-80.6%
+65.9%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +1.7% | -8.6% | -6.2% |
| 7D | -5.7% | -1.5% | -4.2% | -6.2% |
| 30D | +18.3% | +3.7% | +14.6% | +20.7% |
| 3M | +80.2% | -9.6% | +89.8% | +74.4% |
| 6M | +111.0% | -32.4% | +143.3% | +80.4% |
| YTD | +8.8% | -28.7% | +37.5% | -4.0% |
| 1Y | +2.2% | -38.2% | +40.4% | -15.3% |
| 3Y | -14.6% | -80.4% | +65.8% | -53.4% |
| All | -14.6% | -80.6% | +65.9% | -53.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling