+3,136.2%
AVGO vs TEAM
+802.8%
+2,333.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.6% | +2.8% | +0.7% |
| 7D | -3.0% | -0.4% | -2.5% | -2.9% |
| 30D | -14.4% | +67.3% | -81.7% | -23.9% |
| 3M | -14.4% | +86.8% | -101.2% | -26.4% |
| 6M | +13.1% | +146.8% | -133.7% | -10.6% |
| YTD | +3.8% | +16.9% | -13.1% | -3.7% |
| 1Y | +17.8% | +12.8% | +5.0% | +9.4% |
| 3Y | +325.3% | -7.3% | +332.5% | +301.0% |
| 5Y | +689.9% | -50.7% | +740.6% | +696.9% |
| 10Y | +2,597.0% | +529.8% | +2,067.2% | +1,485.8% |
| All | +3,136.2% | +802.8% | +2,333.4% | +1,713.0% |
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