+326.0%
CAT vs TEAM
-50.6%
+376.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.6% | +4.3% | +1.8% |
| 7D | +1.7% | -0.4% | +2.1% | +1.7% |
| 30D | -6.6% | +67.3% | -73.9% | -8.6% |
| 3M | -13.3% | +86.8% | -100.1% | -15.7% |
| 6M | +11.6% | +146.8% | -135.2% | +5.5% |
| YTD | +42.9% | +16.9% | +26.0% | +44.7% |
| 1Y | +95.4% | +12.8% | +82.6% | +98.1% |
| 3Y | +196.6% | -7.3% | +203.9% | +201.9% |
| All | +326.0% | -50.6% | +376.5% | +336.1% |
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