-32.5%
AAL vs TEAM
-53.6%
+21.1%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -6.9% | +5.3% | -0.2% |
| 7D | -0.3% | -5.7% | +5.4% | +0.8% |
| 30D | -19.0% | +18.3% | -37.4% | -22.2% |
| 3M | -5.1% | +80.2% | -85.3% | -18.8% |
| 6M | +15.5% | +111.0% | -95.5% | -7.4% |
| YTD | -15.8% | +8.8% | -24.6% | -20.3% |
| 1Y | -0.3% | +2.2% | -2.5% | -4.4% |
| 3Y | -7.7% | -14.6% | +7.0% | -11.2% |
| 5Y | -32.5% | -53.8% | +21.3% | -32.5% |
| All | -32.5% | -53.6% | +21.1% | -32.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling