+569.8%
DELL vs TEAM
-66.4%
+636.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -1.5% | -5.7% | -6.9% |
| 7D | +4.9% | -2.4% | +7.3% | +5.4% |
| 30D | -32.1% | -26.7% | -5.4% | -28.5% |
| 3M | -30.2% | -9.6% | -20.6% | -29.5% |
| 6M | +41.7% | +86.0% | -44.3% | +24.4% |
| YTD | +176.6% | -7.5% | +184.1% | +171.7% |
| 1Y | +159.9% | -1.4% | +161.3% | +152.0% |
| 3Y | +388.0% | -14.3% | +402.3% | +381.1% |
| All | +569.8% | -66.4% | +636.2% | +624.5% |
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