-52.7%
TEAM vs UUUU
+111.0%
-163.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -6.3% | +7.4% | +2.1% |
| 7D | -7.8% | -5.0% | -2.7% | -7.0% |
| 30D | +16.5% | -7.8% | +24.3% | +17.7% |
| 3M | +96.2% | -0.4% | +96.6% | +94.4% |
| 6M | +130.2% | -32.9% | +163.1% | +139.8% |
| YTD | +10.7% | -6.3% | +17.0% | +4.2% |
| 1Y | +3.0% | +7.9% | -4.9% | -10.2% |
| 3Y | -13.1% | +85.2% | -98.3% | -40.9% |
| 5Y | -52.7% | +97.0% | -149.7% | -69.6% |
| All | -52.7% | +111.0% | -163.7% | -69.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 5y: compounded portfolio wealth divided by compounded UUUU 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…
5y analysis · Full analysis span regression · 6 months rolling