+3.0%
TEAM vs XYZ
+4.3%
-1.3%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.2% |
| 7D | -7.8% | -5.2% | -2.6% | -5.3% |
| 30D | +16.5% | 0.0% | +16.5% | +16.6% |
| 3M | +96.2% | +18.7% | +77.5% | +82.9% |
| 6M | +130.2% | +20.5% | +109.7% | +115.9% |
| YTD | +10.7% | +21.5% | -10.7% | +5.1% |
| 1Y | +3.0% | +7.2% | -4.2% | +1.7% |
| All | +3.0% | +4.3% | -1.3% | +1.7% |
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