-23.6%
DIS vs TEAM
-65.8%
+42.1%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.2% |
| 7D | +0.9% | -16.9% | +17.8% | +3.5% |
| 30D | +8.9% | -26.8% | +35.7% | +13.7% |
| 3M | +14.5% | -1.9% | +16.4% | +13.7% |
| 6M | +12.2% | +79.2% | -66.9% | -1.3% |
| YTD | +4.7% | -6.1% | +10.8% | +2.5% |
| 1Y | +2.8% | -2.1% | +4.9% | -0.2% |
| 3Y | +38.1% | -13.6% | +51.8% | +31.1% |
| 5Y | -23.6% | -65.8% | +42.2% | -17.5% |
| All | -23.6% | -65.8% | +42.1% | -17.5% |
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