+74.3%
F vs TEAM
+444.3%
-370.1%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.1% | +3.3% | -0.2% |
| 7D | +1.0% | -22.2% | +23.2% | +3.9% |
| 30D | +2.1% | -28.1% | +30.3% | +5.9% |
| 3M | -10.3% | -2.2% | -8.1% | -10.7% |
| 6M | +3.3% | +62.2% | -59.0% | -5.0% |
| YTD | -2.0% | -8.4% | +6.4% | -3.5% |
| 1Y | -2.3% | -6.6% | +4.3% | -4.1% |
| 3Y | +49.9% | -15.7% | +65.6% | +44.7% |
| 5Y | -12.5% | -65.7% | +53.3% | -12.2% |
| 10Y | +74.3% | +441.0% | -366.7% | +30.7% |
| All | +74.3% | +444.3% | -370.1% | +30.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling