+440.3%
AXP vs TEAM
+495.8%
-55.4%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.2% | +0.9% |
| 7D | -1.1% | -17.2% | +16.1% | +1.5% |
| 30D | +5.2% | -25.1% | +30.3% | +9.4% |
| 3M | -4.6% | +3.9% | -8.5% | -5.9% |
| 6M | +3.2% | +69.1% | -65.9% | -7.6% |
| YTD | -11.3% | -4.5% | -6.9% | -14.1% |
| 1Y | -11.0% | -1.9% | -9.2% | -14.2% |
| 3Y | +120.2% | -9.3% | +129.5% | +109.9% |
| 5Y | +91.7% | -65.2% | +156.9% | +97.7% |
| 10Y | +440.3% | +467.0% | -26.6% | +271.2% |
| All | +440.3% | +495.8% | -55.4% | +271.2% |
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