-41.1%
DIS vs TEAM
-50.6%
+9.5%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.6% | +0.9% | -1.3% |
| 7D | -2.6% | -0.4% | -2.1% | -2.5% |
| 30D | +3.5% | +67.3% | -63.8% | -5.6% |
| 3M | +6.8% | +86.8% | -80.0% | -5.0% |
| 6M | +3.0% | +146.8% | -143.8% | -14.4% |
| YTD | -6.7% | +16.9% | -23.7% | -11.1% |
| 1Y | -10.1% | +12.8% | -22.9% | -14.0% |
| 3Y | +33.0% | -7.3% | +40.3% | +26.7% |
| All | -41.1% | -50.6% | +9.5% | -42.3% |
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 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