+15.1%
TEAM vs STZ
+14.7%
+0.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +5.3% | -5.9% | -0.1% |
| 7D | -13.7% | +13.0% | -26.7% | -12.8% |
| 30D | -3.4% | +29.4% | -32.9% | -1.4% |
| 3M | +72.1% | +11.6% | +60.5% | +73.1% |
| 6M | +103.8% | -0.2% | +104.0% | +95.3% |
| YTD | +17.1% | +8.6% | +8.6% | +13.3% |
| 1Y | +15.1% | +15.9% | -0.9% | +9.5% |
| All | +15.1% | +14.7% | +0.3% | +9.5% |
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