+277.0%
DIA vs TEAM
+802.8%
-525.7%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.6% | +2.1% | -0.3% |
| 7D | -0.2% | -0.4% | +0.3% | -0.2% |
| 30D | -1.5% | +67.3% | -68.8% | -7.2% |
| 3M | +3.8% | +86.8% | -83.0% | -3.9% |
| 6M | +10.3% | +146.8% | -136.5% | -2.2% |
| YTD | +12.1% | +16.9% | -4.8% | +8.1% |
| 1Y | +18.6% | +12.8% | +5.9% | +14.7% |
| 3Y | +60.6% | -7.3% | +67.9% | +55.2% |
| 5Y | +64.4% | -50.7% | +115.1% | +63.3% |
| 10Y | +250.1% | +529.8% | -279.7% | +158.7% |
| All | +277.0% | +802.8% | -525.7% | +172.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling