+94.8%
AAPL vs TEAM
-12.5%
+107.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.6% | -0.5% | +1.8% |
| 7D | +1.8% | -19.7% | +21.5% | +4.1% |
| 30D | +4.3% | -26.6% | +30.9% | +7.6% |
| 3M | +16.6% | -1.1% | +17.7% | +15.9% |
| 6M | +21.6% | +74.6% | -53.0% | +10.7% |
| YTD | +31.2% | -6.0% | +37.2% | +30.8% |
| 1Y | +29.6% | -3.2% | +32.8% | +28.4% |
| All | +94.8% | -12.5% | +107.3% | +101.0% |
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