+41.6%
TEAM vs TE
-53.0%
+94.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.3% | -3.9% | -2.8% |
| 7D | -0.4% | -4.0% | +3.5% | 0.0% |
| 30D | +67.3% | -15.9% | +83.2% | +70.1% |
| 3M | +86.8% | -60.5% | +147.3% | +103.0% |
| 6M | +146.8% | -35.2% | +182.0% | +144.6% |
| YTD | +16.9% | -31.1% | +48.1% | +12.8% |
| 1Y | +12.8% | +148.6% | -135.9% | -14.9% |
| 3Y | -7.3% | -26.4% | +19.1% | -20.6% |
| 5Y | -50.7% | -48.0% | -2.7% | -55.6% |
| All | +41.6% | -53.0% | +94.5% | +22.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling