+802.8%
TEAM vs TPR
+433.0%
+369.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +76.3% |
| 3M | +86.8% | -12.5% | +99.2% | +90.8% |
| 6M | +146.8% | -21.4% | +168.2% | +155.7% |
| YTD | +16.9% | -3.5% | +20.4% | +14.1% |
| 1Y | +12.8% | +17.4% | -4.6% | +3.9% |
| 3Y | -7.3% | +291.3% | -298.5% | -38.8% |
| 5Y | -50.7% | +241.9% | -292.6% | -66.9% |
| 10Y | +529.8% | +322.7% | +207.2% | +290.1% |
| All | +802.8% | +433.0% | +369.8% | +420.2% |
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 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