+802.8%
TEAM vs TRV
+315.0%
+487.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.3% | -1.3% | -2.4% |
| 7D | -0.4% | -0.1% | -0.3% | -0.4% |
| 30D | +67.3% | -3.4% | +70.7% | +68.3% |
| 3M | +86.8% | +26.4% | +60.4% | +78.9% |
| 6M | +146.8% | +19.3% | +127.5% | +138.6% |
| YTD | +16.9% | +28.3% | -11.4% | +11.4% |
| 1Y | +12.8% | +34.3% | -21.5% | +6.4% |
| 3Y | -7.3% | +140.1% | -147.4% | -22.2% |
| 5Y | -50.7% | +155.7% | -206.4% | -59.8% |
| 10Y | +529.8% | +285.5% | +244.3% | +343.5% |
| All | +802.8% | +315.0% | +487.7% | +513.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling