+86.0%
TEAM vs SPXU
-6.1%
+92.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.2% | -2.7% | -1.1% |
| 7D | -2.4% | -7.6% | +5.2% | -4.8% |
| 30D | -26.7% | +5.3% | -32.0% | -24.3% |
| 3M | -9.6% | +9.6% | -19.3% | -5.2% |
| 6M | +86.0% | -4.5% | +90.6% | +95.0% |
| All | +86.0% | -6.1% | +92.1% | +95.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling