+113.6%
C vs TEAM
-66.4%
+180.0%
-40.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.5% | +0.1% |
| 7D | +4.2% | -2.4% | +6.6% | +4.4% |
| 30D | +2.0% | -26.7% | +28.7% | +5.3% |
| 3M | -10.1% | -9.6% | -0.5% | -9.7% |
| 6M | +1.0% | +86.0% | -85.1% | -8.9% |
| YTD | +8.5% | -7.5% | +16.0% | +7.0% |
| 1Y | +25.7% | -1.4% | +27.1% | +22.7% |
| 3Y | +216.0% | -14.3% | +230.3% | +208.8% |
| All | +113.6% | -66.4% | +180.0% | +111.2% |
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