+46.6%
EEM vs TEAM
-53.2%
+99.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.3% | -0.6% |
| 7D | +2.0% | -4.7% | +6.6% | +2.3% |
| 30D | +5.1% | +17.0% | -12.0% | +3.6% |
| 3M | +4.6% | +85.9% | -81.3% | -1.5% |
| 6M | +17.8% | +116.7% | -98.9% | +8.2% |
| YTD | +25.8% | +9.6% | +16.2% | +24.3% |
| 1Y | +36.4% | -2.5% | +38.9% | +36.3% |
| 3Y | +90.0% | -14.0% | +104.0% | +87.3% |
| 5Y | +46.6% | -53.1% | +99.7% | +46.9% |
| All | +46.6% | -53.2% | +99.8% | +46.9% |
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