+1,271.4%
AAPL vs TEAM
+614.2%
+657.2%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.5% | +1.9% | +0.7% |
| 7D | +4.1% | -2.4% | +6.5% | +4.6% |
| 30D | +4.0% | -26.7% | +30.7% | +9.3% |
| 3M | +16.8% | -9.6% | +26.4% | +17.7% |
| 6M | +19.4% | +86.0% | -66.6% | +2.6% |
| YTD | +31.5% | -7.5% | +39.0% | +27.0% |
| 1Y | +31.0% | -1.4% | +32.3% | +24.7% |
| 3Y | +95.3% | -14.3% | +109.6% | +83.4% |
| 5Y | +143.4% | -66.3% | +209.7% | +157.3% |
| 10Y | +1,330.5% | +445.6% | +884.9% | +823.5% |
| All | +1,271.4% | +614.2% | +657.2% | +763.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling