+70.7%
EEM vs TEAM
-13.9%
+84.5%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.2% | -0.3% |
| 7D | +2.7% | -2.4% | +5.1% | +2.8% |
| 30D | -5.4% | -26.7% | +21.3% | -4.5% |
| 3M | -8.6% | -9.6% | +1.0% | -8.5% |
| 6M | -8.9% | +86.0% | -94.9% | -11.7% |
| YTD | +11.9% | -7.5% | +19.4% | +15.0% |
| 1Y | +13.1% | -1.4% | +14.4% | +15.4% |
| 3Y | +70.7% | -14.3% | +85.0% | +66.0% |
| All | +70.7% | -13.9% | +84.5% | +66.0% |
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