+333.0%
APP vs TEAM
-50.6%
+383.5%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.6% | +4.8% | +3.4% |
| 7D | +0.9% | -0.4% | +1.3% | +0.9% |
| 30D | -23.3% | +67.3% | -90.6% | -41.3% |
| 3M | -42.6% | +86.8% | -129.4% | -59.2% |
| 6M | -33.6% | +146.8% | -180.4% | -60.6% |
| YTD | -52.4% | +16.9% | -69.4% | -59.3% |
| 1Y | -35.9% | +12.8% | -48.7% | -44.9% |
| 3Y | +642.2% | -7.3% | +649.5% | +547.8% |
| All | +333.0% | -50.6% | +383.5% | +407.0% |
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