+207.2%
C vs TEAM
+453.4%
-246.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | -0.1% |
| 7D | +4.7% | -16.9% | +21.6% | +6.8% |
| 30D | +0.2% | -26.8% | +27.0% | +3.6% |
| 3M | -9.3% | -1.9% | -7.4% | -9.8% |
| 6M | -0.8% | +79.2% | -80.0% | -10.1% |
| YTD | +8.5% | -6.1% | +14.6% | +6.1% |
| 1Y | +23.1% | -2.1% | +25.2% | +19.6% |
| 3Y | +220.8% | -13.6% | +234.4% | +210.8% |
| 5Y | +112.4% | -65.8% | +178.2% | +119.0% |
| All | +207.2% | +453.4% | -246.2% | +106.3% |
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 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