-14.3%
TEAM vs UL
+36.1%
-50.4%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.1% | -2.6% | -1.5% |
| 7D | -2.4% | +1.1% | -3.5% | -2.4% |
| 30D | -26.7% | +4.5% | -31.2% | -26.5% |
| 3M | -9.6% | +6.5% | -16.1% | -9.3% |
| 6M | +86.0% | +18.2% | +67.9% | +89.2% |
| YTD | -7.5% | +4.7% | -12.2% | -8.0% |
| 1Y | -1.4% | +0.8% | -2.1% | -2.1% |
| 3Y | -14.3% | +35.9% | -50.2% | -20.6% |
| All | -14.3% | +36.1% | -50.4% | -20.6% |
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 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