+51.7%
AMZN vs TEAM
-65.8%
+117.5%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.5% |
| 7D | +2.8% | -16.9% | +19.7% | +7.5% |
| 30D | +3.4% | -26.8% | +30.2% | +11.8% |
| 3M | +0.1% | -1.9% | +2.0% | -1.1% |
| 6M | +0.6% | +79.2% | -78.6% | -20.0% |
| YTD | +15.9% | -6.1% | +21.9% | +11.0% |
| 1Y | +9.5% | -2.1% | +11.6% | +3.2% |
| 3Y | +86.3% | -13.6% | +99.9% | +70.8% |
| 5Y | +51.7% | -65.8% | +117.5% | +71.8% |
| All | +51.7% | -65.8% | +117.5% | +71.8% |
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