+258.1%
AVGO vs TEAM
-13.4%
+271.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -4.1% | +8.0% | +4.4% |
| 7D | 0.0% | -22.2% | +22.2% | +3.0% |
| 30D | -8.2% | -28.1% | +20.0% | -4.4% |
| 3M | -21.3% | -2.2% | -19.1% | -21.7% |
| 6M | -22.5% | +62.2% | -84.8% | -29.8% |
| YTD | -3.6% | -8.4% | +4.8% | -0.4% |
| 1Y | -6.7% | -6.6% | -0.1% | -4.2% |
| 3Y | +258.1% | -15.7% | +273.9% | +243.5% |
| All | +258.1% | -13.4% | +271.5% | +243.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling