+44.5%
AAPL vs TEAM
-1.6%
+46.1%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.0% | +2.5% | +3.5% |
| 7D | -0.5% | -7.8% | +7.3% | 0.0% |
| 30D | +7.1% | +16.5% | -9.4% | +6.1% |
| 3M | +12.1% | +96.2% | -84.1% | +6.6% |
| 6M | +25.4% | +130.2% | -104.8% | +16.8% |
| YTD | +20.5% | +10.7% | +9.7% | +17.0% |
| 1Y | +44.5% | +3.0% | +41.5% | +40.6% |
| All | +44.5% | -1.6% | +46.1% | +40.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling