+269.2%
DIA vs TEAM
+607.6%
-338.4%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.1% | +3.8% | +0.1% |
| 7D | +0.9% | -22.2% | +23.1% | +3.3% |
| 30D | +1.1% | -28.1% | +29.3% | +4.3% |
| 3M | -2.9% | -2.2% | -0.7% | -3.2% |
| 6M | +5.9% | +62.2% | -56.3% | -1.3% |
| YTD | +9.8% | -8.4% | +18.1% | +8.1% |
| 1Y | +11.7% | -6.6% | +18.3% | +9.8% |
| 3Y | +59.5% | -15.7% | +75.2% | +54.9% |
| 5Y | +57.5% | -65.7% | +123.3% | +62.3% |
| 10Y | +235.9% | +441.0% | -205.0% | +151.9% |
| All | +269.2% | +607.6% | -338.4% | +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