-2.5%
TEAM vs STZ
-14.3%
+11.8%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.5% | +0.3% | +0.8% |
| 7D | -4.7% | -6.0% | +1.4% | -5.1% |
| 30D | +17.0% | -8.9% | +25.9% | +16.1% |
| 3M | +85.9% | -12.6% | +98.5% | +81.6% |
| 6M | +116.7% | -17.2% | +133.9% | +105.7% |
| YTD | +9.6% | -10.0% | +19.6% | +3.5% |
| 1Y | -2.5% | -14.3% | +11.8% | -8.9% |
| All | -2.5% | -14.3% | +11.8% | -8.9% |
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