+43.3%
DIS vs TEAM
-13.4%
+56.7%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -16.2% | +15.8% | +1.1% |
| 7D | +5.2% | -19.8% | +25.1% | +7.3% |
| 30D | +11.5% | -21.5% | +33.0% | +13.7% |
| 3M | +11.5% | +39.5% | -28.0% | +6.7% |
| 6M | +8.9% | +73.1% | -64.2% | +0.9% |
| YTD | +3.4% | -5.2% | +8.6% | +4.3% |
| 1Y | +7.2% | -1.6% | +8.8% | +7.4% |
| 3Y | +43.3% | -11.4% | +54.8% | +54.3% |
| All | +43.3% | -13.4% | +56.7% | +54.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling