+30.2%
AAPL vs TEAM
-4.0%
+34.2%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | -0.1% |
| 7D | +3.2% | -16.9% | +20.1% | +4.1% |
| 30D | +4.1% | -26.8% | +30.9% | +5.6% |
| 3M | +17.5% | -1.9% | +19.4% | +17.2% |
| 6M | +20.6% | +79.2% | -58.6% | +14.7% |
| YTD | +31.0% | -6.1% | +37.1% | +25.1% |
| 1Y | +30.2% | -2.1% | +32.3% | +22.8% |
| All | +30.2% | -4.0% | +34.2% | +22.8% |
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 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