+3,922.7%
DELL vs TEAM
+513.9%
+3,408.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +1.0% | -6.4% | -5.5% |
| 7D | -1.9% | -7.8% | +5.9% | -0.5% |
| 30D | +14.9% | +16.5% | -1.7% | +11.2% |
| 3M | +37.2% | +96.2% | -59.0% | +17.4% |
| 6M | +254.0% | +130.2% | +123.8% | +191.2% |
| YTD | +306.1% | +10.7% | +295.4% | +283.7% |
| 1Y | +312.3% | +3.0% | +309.3% | +293.6% |
| 3Y | +654.0% | -13.1% | +667.1% | +628.6% |
| 5Y | +1,055.3% | -52.7% | +1,108.1% | +1,075.3% |
| All | +3,922.7% | +513.9% | +3,408.8% | +2,113.2% |
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