+443.1%
AXP vs TEAM
+772.8%
-329.7%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.5% | +1.2% | -1.8% |
| 7D | +0.4% | -10.2% | +10.6% | +1.9% |
| 30D | +7.0% | -5.5% | +12.5% | +7.7% |
| 3M | -6.6% | +61.7% | -68.3% | -14.1% |
| 6M | +3.5% | +98.5% | -95.0% | -8.8% |
| YTD | -11.2% | +13.0% | -24.2% | -15.7% |
| 1Y | -10.2% | +13.5% | -23.7% | -14.9% |
| 3Y | +120.0% | +3.6% | +116.4% | +106.7% |
| 5Y | +95.6% | -58.4% | +153.9% | +96.0% |
| 10Y | +468.1% | +581.4% | -113.2% | +302.1% |
| All | +443.1% | +772.8% | -329.7% | +275.6% |
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