+494.4%
TEAM vs TDY
+479.2%
+15.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.2% | -1.1% | -0.5% |
| 7D | -5.2% | -1.1% | -4.1% | -4.7% |
| 30D | +15.8% | -12.0% | +27.8% | +22.3% |
| 3M | +101.5% | -3.2% | +104.7% | +102.3% |
| 6M | +138.2% | -7.9% | +146.0% | +142.4% |
| YTD | +10.8% | +18.2% | -7.4% | -2.4% |
| 1Y | +1.7% | +6.7% | -5.0% | -5.5% |
| 3Y | -16.0% | +47.5% | -63.6% | -34.6% |
| 5Y | -52.7% | +39.5% | -92.2% | -61.7% |
| All | +494.4% | +479.2% | +15.2% | +154.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TDY.
Daily Out/Under-Performance
Portfolio return minus TDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDY 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 TDY 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