+802.8%
TEAM vs SUI
+149.6%
+653.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.3% | -2.3% | -2.5% |
| 7D | -0.4% | -2.8% | +2.4% | +0.7% |
| 30D | +67.3% | -1.2% | +68.5% | +67.9% |
| 3M | +86.8% | -1.7% | +88.5% | +88.0% |
| 6M | +146.8% | -10.5% | +157.3% | +157.2% |
| YTD | +16.9% | -1.8% | +18.8% | +16.4% |
| 1Y | +12.8% | -4.1% | +16.9% | +13.3% |
| 3Y | -7.3% | +11.3% | -18.5% | -15.4% |
| 5Y | -50.7% | -32.1% | -18.6% | -44.6% |
| 10Y | +529.8% | +110.4% | +419.4% | +362.7% |
| All | +802.8% | +149.6% | +653.1% | +478.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling