+174.6%
ARM vs TEAM
-26.8%
+201.4%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -16.2% | +20.9% | +8.0% |
| 7D | -15.2% | -19.8% | +4.6% | -11.6% |
| 30D | -40.7% | -21.5% | -19.2% | -37.9% |
| 3M | -39.1% | +39.5% | -78.6% | -44.9% |
| 6M | -26.4% | +73.1% | -99.5% | -38.4% |
| YTD | +59.7% | -5.2% | +65.0% | +65.2% |
| 1Y | +10.3% | -1.6% | +11.9% | +12.0% |
| 3Y | +228.9% | -11.4% | +240.3% | +223.9% |
| All | +174.6% | -26.8% | +201.4% | +195.3% |
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