+448.7%
AXP vs TEAM
+469.0%
-20.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -16.2% | +14.9% | +1.2% |
| 7D | +0.6% | -19.8% | +20.4% | +3.7% |
| 30D | +5.8% | -21.5% | +27.3% | +9.3% |
| 3M | -6.0% | +39.5% | -45.5% | -12.2% |
| 6M | +0.3% | +73.1% | -72.8% | -10.6% |
| YTD | -12.3% | -5.2% | -7.0% | -14.9% |
| 1Y | -11.2% | -1.6% | -9.7% | -14.5% |
| 3Y | +117.0% | -11.4% | +128.5% | +107.6% |
| 5Y | +93.2% | -65.1% | +158.3% | +99.1% |
| All | +448.7% | +469.0% | -20.3% | +276.9% |
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