-7.9%
TEAM vs TPR
+292.1%
-300.0%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | 0.0% | -2.6% | -2.6% |
| 7D | -0.4% | -2.3% | +1.9% | -0.1% |
| 30D | +67.3% | -23.0% | +90.3% | +74.4% |
| 3M | +86.8% | -12.5% | +99.2% | +89.2% |
| 6M | +146.8% | -21.4% | +168.2% | +154.0% |
| YTD | +16.9% | -3.5% | +20.4% | +11.9% |
| 1Y | +12.8% | +17.4% | -4.6% | -0.1% |
| All | -7.9% | +292.1% | -300.0% | -51.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TPR.
Daily Out/Under-Performance
Portfolio return minus TPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPR 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 TPR 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