-16.1%
TEAM vs TRV
+141.6%
-157.7%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.5% | +0.5% | +1.0% |
| 7D | -7.8% | -1.5% | -6.3% | -7.6% |
| 30D | +16.5% | -1.8% | +18.4% | +16.8% |
| 3M | +96.2% | +21.6% | +74.6% | +91.7% |
| 6M | +130.2% | +22.5% | +107.7% | +124.5% |
| YTD | +10.7% | +28.1% | -17.4% | +7.0% |
| 1Y | +3.0% | +37.0% | -34.0% | -1.5% |
| All | -16.1% | +141.6% | -157.7% | -13.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 3y: compounded portfolio wealth divided by compounded TRV 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…
3y analysis · Full analysis span regression · 6 months rolling