+79.9%
AAPL vs TEAM
-14.9%
+94.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -6.9% | +5.8% | -0.4% |
| 7D | -2.7% | -5.7% | +2.9% | -2.1% |
| 30D | +1.0% | +18.3% | -17.3% | -1.1% |
| 3M | +5.0% | +80.2% | -75.3% | -3.7% |
| 6M | +23.0% | +111.0% | -87.9% | +9.0% |
| YTD | +16.6% | +8.8% | +7.8% | +14.9% |
| 1Y | +33.4% | +2.2% | +31.3% | +32.4% |
| 3Y | +79.9% | -14.6% | +94.5% | +80.6% |
| All | +79.9% | -14.9% | +94.8% | +80.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling