+251.0%
DIA vs TEAM
+481.6%
-230.6%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.5% | -0.8% |
| 7D | -1.2% | -4.7% | +3.4% | -0.8% |
| 30D | -2.7% | +17.0% | -19.7% | -4.5% |
| 3M | +3.3% | +85.9% | -82.6% | -4.6% |
| 6M | +10.4% | +116.7% | -106.2% | -1.0% |
| YTD | +10.0% | +9.6% | +0.4% | +6.8% |
| 1Y | +16.2% | -2.5% | +18.7% | +14.2% |
| 3Y | +58.7% | -14.0% | +72.7% | +54.5% |
| 5Y | +63.6% | -53.1% | +116.7% | +64.0% |
| 10Y | +251.0% | +502.9% | -251.9% | +146.5% |
| All | +251.0% | +481.6% | -230.6% | +146.5% |
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 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