+2,856.4%
AVGO vs TEAM
+481.6%
+2,374.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.7% | -1.9% | -1.3% |
| 7D | -0.8% | -4.7% | +3.9% | 0.0% |
| 30D | -13.7% | +17.0% | -30.8% | -16.9% |
| 3M | -6.9% | +85.9% | -92.8% | -20.6% |
| 6M | +5.8% | +116.7% | -110.9% | -14.9% |
| YTD | +5.7% | +9.6% | -4.0% | -0.9% |
| 1Y | +9.0% | -2.5% | +11.6% | +4.6% |
| 3Y | +340.5% | -14.0% | +354.5% | +321.1% |
| 5Y | +711.1% | -53.1% | +764.1% | +733.2% |
| 10Y | +2,856.4% | +502.9% | +2,353.5% | +1,436.5% |
| All | +2,856.4% | +481.6% | +2,374.8% | +1,436.5% |
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