+631.8%
TEAM vs TPR
+479.5%
+152.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | -1.0% | -15.1% | -15.9% |
| 7D | -19.8% | +14.2% | -34.0% | -22.4% |
| 30D | -21.5% | +17.1% | -38.6% | -24.5% |
| 3M | +39.5% | -17.7% | +57.2% | +44.4% |
| 6M | +73.1% | -10.2% | +83.2% | +74.3% |
| YTD | -5.2% | +4.9% | -10.1% | -9.6% |
| 1Y | -1.6% | +36.1% | -37.7% | -12.6% |
| 3Y | -11.4% | +416.5% | -427.9% | -45.5% |
| 5Y | -65.1% | +254.8% | -319.9% | -76.9% |
| 10Y | +471.3% | +391.7% | +79.6% | +238.4% |
| All | +631.8% | +479.5% | +152.3% | +312.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling