+44.9%
AMZN vs TEAM
-53.2%
+98.1%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.7% | -2.5% | -2.0% |
| 7D | -1.0% | -4.7% | +3.7% | +0.2% |
| 30D | -9.2% | +17.0% | -26.3% | -13.5% |
| 3M | +3.4% | +85.9% | -82.5% | -16.2% |
| 6M | +18.2% | +116.7% | -98.4% | -11.8% |
| YTD | +9.3% | +9.6% | -0.3% | +1.6% |
| 1Y | +5.9% | -2.5% | +8.5% | +2.1% |
| 3Y | +82.6% | -14.0% | +96.6% | +72.2% |
| 5Y | +44.9% | -53.1% | +98.0% | +44.7% |
| All | +44.9% | -53.2% | +98.1% | +44.7% |
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 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