+494.4%
TEAM vs TRU
+147.2%
+347.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.9% | -0.5% |
| 7D | -5.2% | -2.7% | -2.5% | -3.6% |
| 30D | +15.8% | -2.0% | +17.8% | +17.4% |
| 3M | +101.5% | +18.4% | +83.0% | +83.7% |
| 6M | +138.2% | +8.9% | +129.3% | +127.5% |
| YTD | +10.8% | -8.9% | +19.8% | +16.3% |
| 1Y | +1.7% | -15.9% | +17.6% | +10.6% |
| 3Y | -16.0% | -1.1% | -15.0% | -20.8% |
| 5Y | -52.7% | -35.2% | -17.5% | -44.8% |
| All | +494.4% | +147.2% | +347.3% | +317.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 10y: compounded portfolio wealth divided by compounded TRU 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…
10y analysis · Full analysis span regression · 6 months rolling