+82.2%
UBER vs TEAM
+54.0%
+28.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.6% | +2.4% | +0.6% |
| 7D | -3.9% | -0.4% | -3.4% | -3.9% |
| 30D | +11.1% | +67.3% | -56.2% | -7.4% |
| 3M | +4.9% | +86.8% | -81.9% | -16.7% |
| 6M | -1.2% | +146.8% | -148.0% | -31.4% |
| YTD | -7.3% | +16.9% | -24.2% | -17.3% |
| 1Y | -17.6% | +12.8% | -30.4% | -26.0% |
| 3Y | +61.1% | -7.3% | +68.3% | +43.3% |
| 5Y | +87.9% | -50.7% | +138.6% | +93.9% |
| All | +82.2% | +54.0% | +28.3% | -1.8% |
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