+12.8%
TEAM vs STZ
-10.2%
+23.0%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.7% | -1.9% | -2.7% |
| 7D | -0.4% | -1.9% | +1.5% | -0.7% |
| 30D | +67.3% | -1.9% | +69.2% | +67.3% |
| 3M | +86.8% | -6.2% | +93.0% | +84.5% |
| 6M | +146.8% | -14.0% | +160.8% | +135.4% |
| YTD | +16.9% | -5.1% | +22.0% | +10.8% |
| 1Y | +12.8% | -9.6% | +22.4% | +6.6% |
| All | +12.8% | -10.2% | +23.0% | +6.6% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 1y: compounded portfolio wealth divided by compounded STZ 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…
1y analysis · Full analysis span regression · 6 months rolling