-7.9%
TEAM vs SUI
+12.1%
-20.0%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.3% | -2.3% | -2.5% |
| 7D | -0.4% | -2.8% | +2.4% | +0.2% |
| 30D | +67.3% | -1.2% | +68.5% | +67.5% |
| 3M | +86.8% | -1.7% | +88.5% | +87.4% |
| 6M | +146.8% | -10.5% | +157.3% | +153.0% |
| YTD | +16.9% | -1.8% | +18.8% | +16.3% |
| 1Y | +12.8% | -4.1% | +16.9% | +13.0% |
| All | -7.9% | +12.1% | -20.0% | -18.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 3y: compounded portfolio wealth divided by compounded SUI 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…
3y analysis · Full analysis span regression · 6 months rolling