-14.6%
TEAM vs UL
+24.1%
-38.7%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -1.0% | -5.9% | -7.0% |
| 7D | -5.7% | -1.3% | -4.4% | -5.7% |
| 30D | +18.3% | +0.9% | +17.4% | +18.3% |
| 3M | +80.2% | +14.2% | +66.0% | +82.7% |
| 6M | +111.0% | -3.2% | +114.2% | +109.7% |
| YTD | +8.8% | -0.3% | +9.1% | +7.8% |
| 1Y | +2.2% | -8.8% | +10.9% | +0.9% |
| 3Y | -14.6% | +23.9% | -38.5% | -24.7% |
| All | -14.6% | +24.1% | -38.7% | -24.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling