+15.1%
TEAM vs UL
+1.7%
+13.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.3% | -3.9% | -0.4% |
| 7D | -13.7% | +4.7% | -18.4% | -13.5% |
| 30D | -3.4% | +11.6% | -15.0% | -3.2% |
| 3M | +72.1% | +5.3% | +66.8% | +72.3% |
| 6M | +103.8% | +16.0% | +87.8% | +108.4% |
| YTD | +17.1% | +5.0% | +12.1% | +11.3% |
| 1Y | +15.1% | +1.1% | +14.0% | +9.6% |
| All | +15.1% | +1.7% | +13.4% | +9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL 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 UL 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