+57.1%
DIA vs TEAM
-65.5%
+122.5%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.8% | +1.4% | +2.1% |
| 7D | +0.8% | -17.2% | +18.0% | +2.3% |
| 30D | +1.4% | -25.1% | +26.5% | +3.9% |
| 3M | -2.7% | +3.9% | -6.6% | -3.5% |
| 6M | +6.2% | +69.1% | -62.9% | -0.6% |
| YTD | +10.1% | -4.5% | +14.6% | +9.0% |
| 1Y | +13.0% | -1.9% | +14.9% | +11.5% |
| 3Y | +61.9% | -9.3% | +71.2% | +57.5% |
| 5Y | +57.1% | -65.2% | +122.2% | +65.4% |
| All | +57.1% | -65.5% | +122.5% | +65.4% |
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