-52.7%
TEAM vs TGT
-26.4%
-26.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.1% | +2.2% | +1.5% |
| 7D | -7.8% | -5.0% | -2.7% | -5.7% |
| 30D | +16.5% | +3.0% | +13.5% | +15.0% |
| 3M | +96.2% | +22.6% | +73.5% | +80.4% |
| 6M | +130.2% | +31.2% | +99.0% | +103.6% |
| YTD | +10.7% | +63.7% | -53.0% | -12.1% |
| 1Y | +3.0% | +78.5% | -75.5% | -21.8% |
| 3Y | -13.1% | +40.5% | -53.6% | -32.9% |
| 5Y | -52.7% | -25.6% | -27.2% | -45.4% |
| All | -52.7% | -26.4% | -26.4% | -45.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling