-19.1%
AVGO vs TEAM
+68.9%
-88.1%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +2.6% | +1.4% | +3.9% |
| 7D | +6.1% | -19.7% | +25.8% | +6.7% |
| 30D | -2.7% | -26.6% | +23.9% | -1.9% |
| 3M | -16.9% | -1.1% | -15.8% | -16.7% |
| 6M | -19.1% | +74.6% | -93.7% | -19.6% |
| All | -19.1% | +68.9% | -88.1% | -19.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling