+3,027.2%
AVGO vs TEAM
+625.9%
+2,401.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +2.6% | +1.4% | +3.5% |
| 7D | +6.1% | -19.7% | +25.8% | +10.3% |
| 30D | -2.7% | -26.6% | +23.9% | +3.0% |
| 3M | -16.9% | -1.1% | -15.8% | -17.7% |
| 6M | -19.1% | +74.6% | -93.7% | -30.8% |
| YTD | +0.3% | -6.0% | +6.3% | -3.7% |
| 1Y | -1.2% | -3.2% | +2.1% | -5.9% |
| 3Y | +272.4% | -13.5% | +286.0% | +252.2% |
| 5Y | +579.0% | -65.5% | +644.5% | +634.2% |
| 10Y | +2,584.7% | +454.5% | +2,130.2% | +1,513.7% |
| All | +3,027.2% | +625.9% | +2,401.3% | +1,712.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling