+407.0%
AXP vs TEAM
+445.0%
-38.0%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.5% | +2.3% | +1.0% |
| 7D | -0.1% | -2.4% | +2.3% | +0.2% |
| 30D | +4.4% | -26.7% | +31.2% | +8.9% |
| 3M | -6.4% | -9.6% | +3.2% | -5.8% |
| 6M | +4.2% | +86.0% | -81.9% | -8.3% |
| YTD | -12.4% | -7.5% | -4.9% | -14.7% |
| 1Y | -11.1% | -1.4% | -9.8% | -14.5% |
| 3Y | +114.9% | -14.3% | +129.2% | +106.6% |
| 5Y | +87.4% | -66.3% | +153.7% | +94.2% |
| All | +407.0% | +445.0% | -38.0% | +250.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling