-52.3%
TEAM vs SU
+348.9%
-401.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | -5.2% | +2.2% | -7.4% | -5.6% |
| 30D | +15.8% | +8.4% | +7.3% | +14.2% |
| 3M | +101.5% | +12.1% | +89.4% | +96.9% |
| 6M | +138.2% | +19.7% | +118.5% | +128.5% |
| YTD | +10.8% | +58.4% | -47.6% | -0.7% |
| 1Y | +1.7% | +67.2% | -65.5% | -10.3% |
| 3Y | -16.0% | +125.0% | -141.1% | -31.8% |
| All | -52.3% | +348.9% | -401.2% | -61.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling