-39.0%
U vs TEAM
+12.0%
-51.0%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.6% | +1.6% | +0.5% |
| 7D | -3.8% | -0.4% | -3.4% | -3.6% |
| 30D | +17.5% | +67.3% | -49.8% | -17.4% |
| 3M | +38.7% | +86.8% | -48.1% | -11.2% |
| 6M | +104.4% | +146.8% | -42.4% | +1.9% |
| YTD | -5.7% | +16.9% | -22.6% | -22.6% |
| 1Y | +3.7% | +12.8% | -9.1% | -13.6% |
| 3Y | +12.3% | -7.3% | +19.6% | -6.2% |
| 5Y | -68.8% | -50.7% | -18.1% | -62.9% |
| All | -39.0% | +12.0% | -51.0% | -61.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling