+13.5%
TEAM vs TGT
+83.0%
-69.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -3.2% | -0.3% | -3.3% |
| 7D | -10.2% | +4.0% | -14.2% | -10.4% |
| 30D | -5.5% | +2.3% | -7.9% | -5.6% |
| 3M | +61.7% | +7.8% | +54.0% | +61.2% |
| 6M | +98.5% | +24.7% | +73.8% | +102.0% |
| YTD | +13.0% | +66.0% | -53.0% | +15.5% |
| 1Y | +13.5% | +78.8% | -65.2% | +12.5% |
| All | +13.5% | +83.0% | -69.4% | +12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 1y: compounded portfolio wealth divided by compounded TGT 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…
1y analysis · Full analysis span regression · 6 months rolling