+124.5%
COST vs TEAM
-66.4%
+190.9%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.5% | +2.8% | +1.4% |
| 7D | +5.0% | -2.4% | +7.4% | +5.2% |
| 30D | +12.8% | -26.7% | +39.5% | +15.3% |
| 3M | +15.2% | -9.6% | +24.8% | +15.5% |
| 6M | +7.4% | +86.0% | -78.6% | -0.3% |
| YTD | +29.0% | -7.5% | +36.5% | +28.3% |
| 1Y | +20.3% | -1.4% | +21.6% | +18.6% |
| 3Y | +99.0% | -14.3% | +113.3% | +94.0% |
| All | +124.5% | -66.4% | +190.9% | +137.7% |
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