+584.4%
COST vs TEAM
+802.8%
-218.4%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.6% | +1.6% | -0.8% |
| 7D | -3.1% | -0.4% | -2.7% | -3.1% |
| 30D | -2.8% | +67.3% | -70.1% | -7.8% |
| 3M | -5.7% | +86.8% | -92.5% | -11.8% |
| 6M | -8.8% | +146.8% | -155.6% | -17.9% |
| YTD | +6.7% | +16.9% | -10.3% | +3.5% |
| 1Y | -3.6% | +12.8% | -16.4% | -6.4% |
| 3Y | +75.1% | -7.3% | +82.4% | +69.8% |
| 5Y | +108.9% | -50.7% | +159.6% | +107.0% |
| 10Y | +586.2% | +529.8% | +56.3% | +462.9% |
| All | +584.4% | +802.8% | -218.4% | +453.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling