+216.6%
CAT vs TEAM
-65.8%
+282.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.6% |
| 7D | +9.3% | -16.9% | +26.2% | +10.0% |
| 30D | -21.5% | -26.8% | +5.3% | -20.6% |
| 3M | -29.1% | -1.9% | -27.2% | -29.1% |
| 6M | -33.4% | +79.2% | -112.5% | -35.7% |
| YTD | +6.6% | -6.1% | +12.6% | +8.8% |
| 1Y | +6.5% | -2.1% | +8.6% | +8.2% |
| 3Y | +162.7% | -13.6% | +176.3% | +166.6% |
| All | +216.6% | -65.8% | +282.4% | +226.7% |
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