+15.2%
DIS vs TEAM
+631.8%
-616.6%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -16.2% | +15.8% | +1.8% |
| 7D | +5.2% | -19.8% | +25.1% | +8.2% |
| 30D | +11.5% | -21.5% | +33.0% | +14.7% |
| 3M | +11.5% | +39.5% | -28.0% | +4.8% |
| 6M | +8.9% | +73.1% | -64.2% | -1.7% |
| YTD | +3.4% | -5.2% | +8.6% | +0.6% |
| 1Y | +7.2% | -1.6% | +8.8% | +3.7% |
| 3Y | +43.3% | -11.4% | +54.8% | +36.6% |
| 5Y | -31.4% | -65.1% | +33.7% | -30.4% |
| 10Y | +37.1% | +471.3% | -434.2% | +4.9% |
| All | +15.2% | +631.8% | -616.6% | -13.6% |
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