-24.7%
U vs TEAM
-9.2%
-15.4%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -16.2% | +21.7% | +14.6% |
| 7D | +36.6% | -19.8% | +56.4% | +51.6% |
| 30D | +13.3% | -21.5% | +34.8% | +27.1% |
| 3M | +26.2% | +39.5% | -13.3% | -4.3% |
| 6M | +88.7% | +73.1% | +15.7% | +19.5% |
| YTD | +16.6% | -5.2% | +21.8% | +4.7% |
| 1Y | +29.0% | -1.6% | +30.5% | +13.0% |
| 3Y | +99.5% | -11.4% | +110.9% | +62.1% |
| 5Y | -66.1% | -65.1% | -1.0% | -52.2% |
| All | -24.7% | -9.2% | -15.4% | -47.2% |
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 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