+15.1%
TEAM vs USAR
-49.3%
+64.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.9% | +5.2% | -0.3% |
| 7D | -13.7% | -21.8% | +8.0% | -12.6% |
| 30D | -3.4% | -39.9% | +36.5% | -1.0% |
| 3M | +72.1% | -52.5% | +124.7% | +78.2% |
| 6M | +103.8% | -67.9% | +171.8% | +114.4% |
| YTD | +17.1% | -31.1% | +48.2% | +20.4% |
| 1Y | +15.1% | -49.8% | +64.9% | +20.7% |
| All | +15.1% | -49.3% | +64.4% | +20.7% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 USAR 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