+15.1%
TEAM vs SU
+88.1%
-73.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.5% | +3.9% | -2.2% |
| 7D | -13.7% | -7.1% | -6.6% | -15.9% |
| 30D | -3.4% | +4.8% | -8.2% | -1.0% |
| 3M | +72.1% | +12.5% | +59.6% | +84.1% |
| 6M | +103.8% | +6.5% | +97.4% | +112.2% |
| YTD | +17.1% | +65.8% | -48.7% | +57.7% |
| 1Y | +15.1% | +86.2% | -71.1% | +57.5% |
| All | +15.1% | +88.1% | -73.0% | +57.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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