+443.4%
AXP vs TEAM
+802.8%
-359.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.6% | +1.5% | -0.7% |
| 7D | -2.1% | -0.4% | -1.7% | -2.1% |
| 30D | -6.5% | +67.3% | -73.8% | -14.2% |
| 3M | +4.6% | +86.8% | -82.1% | -6.1% |
| 6M | +5.4% | +146.8% | -141.4% | -11.0% |
| YTD | -11.1% | +16.9% | -28.0% | -15.8% |
| 1Y | -0.3% | +12.8% | -13.1% | -5.3% |
| 3Y | +111.6% | -7.3% | +118.9% | +102.4% |
| 5Y | +117.6% | -50.7% | +168.3% | +114.0% |
| 10Y | +474.1% | +529.8% | -55.7% | +309.4% |
| All | +443.4% | +802.8% | -359.3% | +275.3% |
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