+631.8%
TEAM vs SUI
+154.0%
+477.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | -1.5% | -14.7% | -15.5% |
| 7D | -19.8% | +6.2% | -26.1% | -21.9% |
| 30D | -21.5% | +8.6% | -30.1% | -24.4% |
| 3M | +39.5% | +1.0% | +38.5% | +38.3% |
| 6M | +73.1% | -2.6% | +75.7% | +73.9% |
| YTD | -5.2% | -0.1% | -5.1% | -6.6% |
| 1Y | -1.6% | +0.5% | -2.0% | -3.3% |
| 3Y | -11.4% | +15.3% | -26.7% | -20.5% |
| 5Y | -65.1% | -26.1% | -38.9% | -61.9% |
| 10Y | +471.3% | +117.8% | +353.5% | +312.2% |
| All | +631.8% | +154.0% | +477.8% | +364.3% |
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