+146.2%
AAPL vs TEAM
-65.3%
+211.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.6% | -0.5% | +1.6% |
| 7D | +1.8% | -19.7% | +21.5% | +5.0% |
| 30D | +4.3% | -26.6% | +30.9% | +9.0% |
| 3M | +16.6% | -1.1% | +17.7% | +15.7% |
| 6M | +21.6% | +74.6% | -53.0% | +7.2% |
| YTD | +31.2% | -6.0% | +37.2% | +27.8% |
| 1Y | +29.6% | -3.2% | +32.8% | +25.4% |
| 3Y | +93.1% | -13.5% | +106.6% | +83.6% |
| 5Y | +146.2% | -65.5% | +211.7% | +161.4% |
| All | +146.2% | -65.3% | +211.5% | +161.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling