-50.3%
TEAM vs TPR
+239.8%
-290.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | 0.0% | -2.6% | -2.6% |
| 7D | -0.4% | -2.3% | +1.9% | +0.4% |
| 30D | +67.3% | -23.0% | +90.3% | +81.3% |
| 3M | +86.8% | -12.5% | +99.2% | +92.4% |
| 6M | +146.8% | -21.4% | +168.2% | +160.0% |
| YTD | +16.9% | -3.5% | +20.4% | +11.0% |
| 1Y | +12.8% | +17.4% | -4.6% | -3.5% |
| 3Y | -7.3% | +291.3% | -298.5% | -60.2% |
| All | -50.3% | +239.8% | -290.1% | -78.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling