+3.7%
U vs TEAM
+11.3%
-7.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.6% | +1.6% | -0.2% |
| 7D | -3.8% | -0.4% | -3.4% | -3.7% |
| 30D | +17.5% | +67.3% | -49.8% | -2.8% |
| 3M | +38.7% | +86.8% | -48.1% | +8.7% |
| 6M | +104.4% | +146.8% | -42.4% | +39.1% |
| YTD | -5.7% | +16.9% | -22.6% | -4.1% |
| 1Y | +3.7% | +12.8% | -9.1% | +9.4% |
| All | +3.7% | +11.3% | -7.6% | +9.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TEAM.
Daily Out/Under-Performance
Portfolio return minus TEAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEAM 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 TEAM 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