+86.4%
F vs TEAM
+476.5%
-390.1%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -6.9% | +2.7% | -3.4% |
| 7D | +1.2% | -5.7% | +6.8% | +1.9% |
| 30D | +1.2% | +18.3% | -17.1% | -1.0% |
| 3M | -5.7% | +80.2% | -85.9% | -13.5% |
| 6M | +17.9% | +111.0% | -93.0% | +4.3% |
| YTD | +10.4% | +8.8% | +1.6% | +7.0% |
| 1Y | +25.3% | +2.2% | +23.2% | +22.2% |
| 3Y | +37.5% | -14.6% | +52.1% | +33.5% |
| 5Y | +46.5% | -53.8% | +100.3% | +43.4% |
| 10Y | +86.4% | +475.2% | -388.8% | +37.3% |
| All | +86.4% | +476.5% | -390.1% | +37.3% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling