-6.5%
U vs TEAM
-3.4%
-3.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.2% | -0.7% |
| 7D | +4.4% | -4.7% | +9.0% | +5.8% |
| 30D | -1.3% | +17.0% | -18.3% | -6.8% |
| 3M | +49.6% | +85.9% | -36.3% | +16.6% |
| 6M | +100.2% | +116.7% | -16.5% | +45.7% |
| YTD | -3.7% | +9.6% | -13.3% | -0.7% |
| 1Y | -6.5% | -2.5% | -4.0% | +8.2% |
| All | -6.5% | -3.4% | -3.1% | +8.2% |
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