+42.1%
U vs TEAM
-2.6%
+44.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -1.5% | +6.8% | +5.7% |
| 7D | +2.6% | -2.4% | +5.0% | +3.2% |
| 30D | +27.6% | -26.7% | +54.3% | +38.3% |
| 3M | +15.3% | -9.6% | +25.0% | +16.6% |
| 6M | +96.4% | +86.0% | +10.3% | +49.4% |
| YTD | +19.6% | -7.5% | +27.1% | +29.3% |
| 1Y | +42.1% | -1.4% | +43.5% | +46.9% |
| All | +42.1% | -2.6% | +44.8% | +46.9% |
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