-14.3%
TEAM vs STT
+182.6%
-196.9%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.1% | -1.4% | -1.4% |
| 7D | -2.4% | +4.8% | -7.2% | -4.5% |
| 30D | -26.7% | +3.9% | -30.6% | -28.0% |
| 3M | -9.6% | -8.2% | -1.5% | -6.4% |
| 6M | +86.0% | +15.6% | +70.4% | +69.0% |
| YTD | -7.5% | +37.6% | -45.1% | -25.5% |
| 1Y | -1.4% | +50.1% | -51.5% | -25.4% |
| 3Y | -14.3% | +183.1% | -197.4% | -57.8% |
| All | -14.3% | +182.6% | -196.9% | -57.8% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 STT 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