+568.0%
TEAM vs SW
+185.4%
+382.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.5% | -2.0% | -3.2% |
| 7D | -10.2% | +4.7% | -14.9% | -10.8% |
| 30D | -5.5% | +5.0% | -10.5% | -6.4% |
| 3M | +61.7% | -7.3% | +69.1% | +63.5% |
| 6M | +98.5% | +15.0% | +83.5% | +93.6% |
| YTD | +13.0% | +18.5% | -5.5% | +9.1% |
| 1Y | +13.5% | +27.1% | -13.6% | +8.3% |
| 3Y | +3.6% | +49.3% | -45.7% | -3.3% |
| 5Y | -58.4% | -1.6% | -56.7% | -60.9% |
| All | +568.0% | +185.4% | +382.6% | +507.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 10y: compounded portfolio wealth divided by compounded SW 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…
10y analysis · Full analysis span regression · 6 months rolling