+15.1%
TEAM vs TRI
-22.4%
+37.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +6.4% | -7.0% | -5.0% |
| 7D | -13.7% | +1.0% | -14.7% | -15.5% |
| 30D | -3.4% | +20.8% | -24.2% | -18.0% |
| 3M | +72.1% | +8.1% | +64.0% | +57.7% |
| 6M | +103.8% | +24.2% | +79.7% | +66.9% |
| YTD | +17.1% | -7.8% | +24.9% | +14.2% |
| 1Y | +15.1% | -16.7% | +31.7% | +18.1% |
| All | +15.1% | -22.4% | +37.5% | +18.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 1y: compounded portfolio wealth divided by compounded TRI 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…
1y analysis · Full analysis span regression · 6 months rolling