+606.1%
COST vs TEAM
+514.4%
+91.7%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.2% | +0.3% |
| 7D | -1.2% | -5.2% | +4.0% | -0.7% |
| 30D | -4.7% | +15.8% | -20.5% | -6.2% |
| 3M | -7.1% | +101.5% | -108.6% | -14.2% |
| 6M | -8.5% | +138.2% | -146.7% | -18.1% |
| YTD | +5.4% | +10.8% | -5.4% | +2.6% |
| 1Y | -5.6% | +1.7% | -7.3% | -7.4% |
| 3Y | +68.5% | -16.0% | +84.5% | +64.9% |
| 5Y | +105.2% | -52.7% | +158.0% | +105.0% |
| All | +606.1% | +514.4% | +91.7% | +449.7% |
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 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