+1,106.2%
DELL vs TEAM
-53.2%
+1,159.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.7% | -0.5% | +0.1% |
| 7D | +8.7% | -4.7% | +13.4% | +9.5% |
| 30D | +16.9% | +17.0% | -0.1% | +13.5% |
| 3M | +40.4% | +85.9% | -45.5% | +23.3% |
| 6M | +267.1% | +116.7% | +150.4% | +212.0% |
| YTD | +329.1% | +9.6% | +319.5% | +311.2% |
| 1Y | +346.9% | -2.5% | +349.5% | +336.5% |
| 3Y | +696.6% | -14.0% | +710.6% | +683.6% |
| 5Y | +1,106.2% | -53.1% | +1,159.3% | +1,130.3% |
| All | +1,106.2% | -53.2% | +1,159.4% | +1,130.3% |
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