+625.9%
TEAM vs SPXU
-99.6%
+725.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -3.9% | +6.5% | +1.0% |
| 7D | -19.7% | +1.5% | -21.3% | -18.8% |
| 30D | -26.6% | +6.4% | -33.0% | -24.0% |
| 3M | -1.1% | +4.2% | -5.3% | +2.1% |
| 6M | +74.6% | -7.8% | +82.4% | +72.7% |
| YTD | -6.0% | -27.5% | +21.6% | -14.9% |
| 1Y | -3.2% | -27.1% | +23.9% | -11.9% |
| 3Y | -13.5% | -80.8% | +67.3% | -47.9% |
| 5Y | -65.5% | -84.1% | +18.6% | -75.5% |
| 10Y | +454.5% | -99.5% | +554.0% | +65.0% |
| All | +625.9% | -99.6% | +725.5% | +92.1% |
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