+64.1%
DIA vs TEAM
-53.6%
+117.8%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -6.9% | +5.8% | -0.5% |
| 7D | +0.1% | -5.7% | +5.7% | +0.6% |
| 30D | -2.1% | +18.3% | -20.4% | -3.7% |
| 3M | +4.2% | +80.2% | -76.1% | -2.4% |
| 6M | +11.9% | +111.0% | -99.1% | +2.2% |
| YTD | +10.8% | +8.8% | +2.0% | +8.8% |
| 1Y | +17.5% | +2.2% | +15.4% | +16.0% |
| 3Y | +59.9% | -14.6% | +74.5% | +57.5% |
| 5Y | +64.1% | -53.8% | +117.9% | +65.1% |
| All | +64.1% | -53.6% | +117.8% | +65.1% |
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