+298.1%
APP vs TEAM
-66.4%
+364.4%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.5% | +5.4% | +4.6% |
| 7D | +4.6% | -2.4% | +7.0% | +5.7% |
| 30D | +56.0% | -26.7% | +82.7% | +75.2% |
| 3M | +30.8% | -9.6% | +40.5% | +32.2% |
| 6M | -9.8% | +86.0% | -95.8% | -38.7% |
| YTD | -39.3% | -7.5% | -31.8% | -43.9% |
| 1Y | -26.4% | -1.4% | -25.1% | -34.3% |
| 3Y | +887.9% | -14.3% | +902.2% | +755.5% |
| All | +298.1% | -66.4% | +364.4% | +433.8% |
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