+86.1%
AXP vs TEAM
-66.4%
+152.5%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +9.2% |
| 3M | -6.4% | -9.6% | +3.2% | -5.8% |
| 6M | +4.2% | +86.0% | -81.9% | -9.3% |
| YTD | -12.4% | -7.5% | -4.9% | -14.3% |
| 1Y | -11.1% | -1.4% | -9.8% | -14.2% |
| 3Y | +114.9% | -14.3% | +129.2% | +106.8% |
| All | +86.1% | -66.4% | +152.5% | +104.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling