+712.5%
CAT vs TEAM
+495.8%
+216.8%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +0.8% | +6.4% | +7.2% |
| 7D | -2.4% | -17.2% | +14.8% | -1.3% |
| 30D | -25.0% | -25.1% | +0.1% | -23.7% |
| 3M | -28.7% | +3.9% | -32.6% | -29.1% |
| 6M | -33.0% | +69.1% | -102.1% | -36.3% |
| YTD | +5.4% | -4.5% | +9.9% | +5.4% |
| 1Y | +7.3% | -1.9% | +9.1% | +6.9% |
| 3Y | +166.0% | -9.3% | +175.4% | +162.7% |
| 5Y | +210.1% | -65.2% | +275.3% | +225.6% |
| 10Y | +712.5% | +467.0% | +245.5% | +405.3% |
| All | +712.5% | +495.8% | +216.8% | +405.3% |
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