-12.9%
TEAM vs TE
+22.4%
-35.3%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.9% | -0.3% | +2.4% |
| 7D | -19.7% | -22.0% | +2.3% | -18.8% |
| 30D | -26.6% | -33.6% | +7.0% | -25.3% |
| 3M | -1.1% | -61.1% | +60.0% | +3.2% |
| 6M | +74.6% | -64.7% | +139.3% | +78.7% |
| YTD | -6.0% | -68.1% | +62.1% | -4.8% |
| 1Y | -3.2% | -51.7% | +48.5% | -5.9% |
| All | -12.9% | +22.4% | -35.3% | -28.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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