+718.9%
AVGO vs TEAM
-53.6%
+772.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -6.9% | +9.9% | +4.2% |
| 7D | -0.3% | -5.7% | +5.4% | +0.6% |
| 30D | -13.8% | +18.3% | -32.2% | -16.7% |
| 3M | -6.9% | +80.2% | -87.1% | -18.2% |
| 6M | +11.9% | +111.0% | -99.0% | -6.6% |
| YTD | +6.9% | +8.8% | -1.9% | +2.6% |
| 1Y | +7.4% | +2.2% | +5.3% | +3.8% |
| 3Y | +345.6% | -14.6% | +360.2% | +337.5% |
| 5Y | +718.9% | -53.8% | +772.7% | +773.8% |
| All | +718.9% | -53.6% | +772.5% | +773.8% |
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