+802.8%
TEAM vs SPXU
-99.7%
+902.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.3% | -3.9% | -2.1% |
| 7D | -0.4% | -0.1% | -0.3% | -0.4% |
| 30D | +67.3% | +0.8% | +66.5% | +68.6% |
| 3M | +86.8% | -4.7% | +91.5% | +85.1% |
| 6M | +146.8% | -29.6% | +176.4% | +117.1% |
| YTD | +16.9% | -29.9% | +46.8% | +3.3% |
| 1Y | +12.8% | -39.1% | +51.9% | -5.3% |
| 3Y | -7.3% | -80.0% | +72.7% | -43.1% |
| 5Y | -50.7% | -86.0% | +35.3% | -66.7% |
| 10Y | +529.8% | -99.5% | +629.4% | +83.9% |
| All | +802.8% | -99.7% | +902.4% | +133.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling