+1,278.0%
AAPL vs TEAM
+514.4%
+763.6%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.7% | +1.7% |
| 7D | +3.8% | -5.2% | +9.1% | +4.9% |
| 30D | +9.9% | +15.8% | -5.8% | +6.6% |
| 3M | +12.5% | +101.5% | -89.0% | -4.0% |
| 6M | +27.6% | +138.2% | -110.5% | +2.8% |
| YTD | +22.6% | +10.8% | +11.7% | +15.2% |
| 1Y | +45.0% | +1.7% | +43.3% | +38.3% |
| 3Y | +87.8% | -16.0% | +103.8% | +78.7% |
| 5Y | +128.7% | -52.7% | +181.4% | +128.9% |
| All | +1,278.0% | +514.4% | +763.6% | +688.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling