+220.1%
C vs TEAM
+495.8%
-275.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.8% | +1.7% | +2.4% |
| 7D | -0.9% | -17.2% | +16.3% | +1.1% |
| 30D | -5.4% | -25.1% | +19.7% | -2.4% |
| 3M | -9.2% | +3.9% | -13.1% | -10.3% |
| 6M | -1.8% | +69.1% | -70.9% | -10.3% |
| YTD | +6.7% | -4.5% | +11.2% | +4.1% |
| 1Y | +23.5% | -1.9% | +25.4% | +20.1% |
| 3Y | +219.8% | -9.3% | +229.1% | +207.9% |
| 5Y | +112.4% | -65.2% | +177.6% | +118.6% |
| 10Y | +220.1% | +467.0% | -246.9% | +113.4% |
| All | +220.1% | +495.8% | -275.7% | +113.4% |
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