+235.7%
DIA vs TEAM
+445.0%
-209.3%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.5% | +1.6% | +0.3% |
| 7D | +2.1% | -2.4% | +4.5% | +2.4% |
| 30D | +1.5% | -26.7% | +28.2% | +4.6% |
| 3M | -2.4% | -9.6% | +7.2% | -1.9% |
| 6M | +6.0% | +86.0% | -80.1% | -3.0% |
| YTD | +10.1% | -7.5% | +17.6% | +8.4% |
| 1Y | +11.8% | -1.4% | +13.2% | +9.1% |
| 3Y | +59.7% | -14.3% | +74.0% | +54.6% |
| 5Y | +57.9% | -66.3% | +124.2% | +64.5% |
| All | +235.7% | +445.0% | -209.3% | +142.2% |
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