+677.7%
AMZN vs TEAM
+802.8%
-125.0%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.6% | +2.5% | +0.5% |
| 7D | -3.0% | -0.4% | -2.5% | -2.9% |
| 30D | -5.2% | +67.3% | -72.5% | -18.8% |
| 3M | +1.9% | +86.8% | -84.9% | -16.3% |
| 6M | +19.2% | +146.8% | -127.6% | -12.5% |
| YTD | +12.0% | +16.9% | -4.9% | +1.3% |
| 1Y | +9.7% | +12.8% | -3.1% | -0.1% |
| 3Y | +87.2% | -7.3% | +94.4% | +72.1% |
| 5Y | +48.7% | -50.7% | +99.4% | +48.9% |
| 10Y | +569.3% | +529.8% | +39.5% | +293.0% |
| All | +677.7% | +802.8% | -125.0% | +344.5% |
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