+68.1%
COST vs TEAM
-15.1%
+83.2%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.7% | -1.6% | -0.9% |
| 7D | -2.8% | -4.7% | +1.9% | -2.6% |
| 30D | -5.3% | +17.0% | -22.3% | -5.9% |
| 3M | -6.7% | +85.9% | -92.6% | -9.3% |
| 6M | -9.9% | +116.7% | -126.6% | -13.5% |
| YTD | +5.1% | +9.6% | -4.5% | +6.6% |
| 1Y | -7.3% | -2.5% | -4.8% | -5.0% |
| All | +68.1% | -15.1% | +83.2% | +71.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling