+210.1%
CRM vs TEAM
+755.1%
-545.0%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.5% | -0.9% |
| 7D | -8.1% | -7.8% | -0.3% | -5.4% |
| 30D | +23.1% | +16.5% | +6.5% | +16.8% |
| 3M | +42.5% | +96.2% | -53.6% | +8.7% |
| 6M | +25.3% | +130.2% | -104.9% | -11.6% |
| YTD | -7.8% | +10.7% | -18.6% | -15.7% |
| 1Y | +1.0% | +3.0% | -2.0% | -5.4% |
| 3Y | +10.0% | -13.1% | +23.1% | +3.5% |
| 5Y | -3.9% | -52.7% | +48.9% | +1.8% |
| 10Y | +233.2% | +509.1% | -276.0% | +54.3% |
| All | +210.1% | +755.1% | -545.0% | +34.7% |
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 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