+85.9%
AMZN vs TEAM
-14.9%
+100.8%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -6.9% | +6.3% | +0.7% |
| 7D | +0.8% | -5.7% | +6.5% | +1.8% |
| 30D | -6.4% | +18.3% | -24.7% | -9.6% |
| 3M | +4.8% | +80.2% | -75.4% | -8.5% |
| 6M | +20.5% | +111.0% | -90.5% | -0.2% |
| YTD | +11.3% | +8.8% | +2.5% | +11.0% |
| 1Y | +9.0% | +2.2% | +6.8% | +10.4% |
| 3Y | +85.9% | -14.6% | +100.5% | +82.7% |
| All | +85.9% | -14.9% | +100.8% | +82.7% |
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