+99.5%
U vs TEAM
-13.4%
+112.9%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -16.2% | +21.7% | +11.4% |
| 7D | +36.6% | -19.8% | +56.4% | +46.3% |
| 30D | +13.3% | -21.5% | +34.8% | +22.4% |
| 3M | +26.2% | +39.5% | -13.3% | +5.8% |
| 6M | +88.7% | +73.1% | +15.7% | +40.3% |
| YTD | +16.6% | -5.2% | +21.8% | +13.3% |
| 1Y | +29.0% | -1.6% | +30.5% | +23.2% |
| 3Y | +99.5% | -11.4% | +110.9% | +56.7% |
| All | +99.5% | -13.4% | +112.9% | +56.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling