-2.5%
TEAM vs Z
-64.1%
+61.6%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.7% | +1.4% | +1.2% |
| 7D | -4.7% | -7.1% | +2.4% | +0.2% |
| 30D | +17.0% | -4.8% | +21.8% | +20.9% |
| 3M | +85.9% | -9.3% | +95.2% | +96.6% |
| 6M | +116.7% | -29.0% | +145.6% | +157.8% |
| YTD | +9.6% | -52.9% | +62.5% | +54.8% |
| 1Y | -2.5% | -63.1% | +60.6% | +49.5% |
| All | -2.5% | -64.1% | +61.6% | +49.5% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 Z 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