+15.1%
TEAM vs XYZ
+19.9%
-4.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +15.3% | -15.9% | -7.3% |
| 7D | -13.7% | +16.5% | -30.3% | -20.0% |
| 30D | -3.4% | +15.0% | -18.4% | -9.9% |
| 3M | +72.1% | +3.5% | +68.6% | +68.8% |
| 6M | +103.8% | +21.9% | +81.9% | +86.5% |
| YTD | +17.1% | +34.6% | -17.5% | +5.9% |
| 1Y | +15.1% | +20.7% | -5.7% | +4.1% |
| All | +15.1% | +19.9% | -4.8% | +4.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 XYZ 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