+252.4%
APP vs TEAM
-65.3%
+317.7%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.6% | -0.2% | +1.2% |
| 7D | +48.9% | -19.7% | +68.7% | +60.7% |
| 30D | +49.4% | -26.6% | +76.1% | +67.8% |
| 3M | +27.0% | -1.1% | +28.1% | +23.2% |
| 6M | -15.4% | +74.6% | -90.0% | -40.6% |
| YTD | -39.9% | -6.0% | -33.9% | -44.8% |
| 1Y | -32.0% | -3.2% | -28.7% | -38.5% |
| 3Y | +824.3% | -13.5% | +837.9% | +698.2% |
| 5Y | +252.4% | -65.5% | +317.9% | +380.3% |
| All | +252.4% | -65.3% | +317.7% | +380.3% |
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