+2.8%
AVGO vs TEAM
-2.6%
+5.5%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -1.5% | -3.3% | -4.7% |
| 7D | +18.2% | -2.4% | +20.6% | +18.2% |
| 30D | +0.2% | -26.7% | +26.9% | +0.7% |
| 3M | -16.8% | -9.6% | -7.2% | -16.5% |
| 6M | -16.5% | +86.0% | -102.5% | -16.9% |
| YTD | +0.8% | -7.5% | +8.3% | +2.4% |
| 1Y | +2.8% | -1.4% | +4.2% | +4.1% |
| All | +2.8% | -2.6% | +5.5% | +4.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling