+17.7%
DIS vs TEAM
+607.6%
-590.0%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.1% | +4.1% | +0.6% |
| 7D | +4.4% | -22.2% | +26.6% | +7.7% |
| 30D | +10.3% | -28.1% | +38.5% | +14.9% |
| 3M | +15.5% | -2.2% | +17.7% | +14.9% |
| 6M | +11.2% | +62.2% | -51.0% | +1.3% |
| YTD | +5.6% | -8.4% | +13.9% | +3.2% |
| 1Y | +7.7% | -6.6% | +14.4% | +5.0% |
| 3Y | +39.3% | -15.7% | +55.0% | +33.8% |
| 5Y | -29.5% | -65.7% | +36.2% | -28.2% |
| 10Y | +36.3% | +441.0% | -404.7% | +4.9% |
| All | +17.7% | +607.6% | -590.0% | -11.4% |
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