+520.8%
APP vs TEAM
-34.8%
+555.6%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.6% | -0.2% | +1.3% |
| 7D | +48.9% | -19.7% | +68.7% | +60.3% |
| 30D | +49.4% | -26.6% | +76.1% | +67.3% |
| 3M | +27.0% | -1.1% | +28.1% | +23.4% |
| 6M | -15.4% | +74.6% | -90.0% | -39.8% |
| YTD | -39.9% | -6.0% | -33.9% | -44.7% |
| 1Y | -32.0% | -3.2% | -28.7% | -38.3% |
| 3Y | +824.3% | -13.5% | +837.9% | +707.6% |
| 5Y | +252.4% | -65.5% | +317.9% | +309.3% |
| All | +520.8% | -34.8% | +555.6% | +550.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling