+1.7%
TEAM vs UL
-9.2%
+10.8%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.6% | +0.1% |
| 7D | -5.2% | -3.4% | -1.8% | -5.2% |
| 30D | +15.8% | +0.5% | +15.3% | +15.7% |
| 3M | +101.5% | +7.2% | +94.2% | +104.2% |
| 6M | +138.2% | -3.1% | +141.2% | +133.6% |
| YTD | +10.8% | -2.7% | +13.5% | +5.9% |
| 1Y | +1.7% | -10.2% | +11.9% | -1.3% |
| All | +1.7% | -9.2% | +10.8% | -1.3% |
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