+81.0%
F vs TEAM
+495.8%
-414.8%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | +0.5% |
| 7D | -0.6% | -17.2% | +16.6% | +1.5% |
| 30D | +2.9% | -25.1% | +28.0% | +6.1% |
| 3M | -9.5% | +3.9% | -13.4% | -10.5% |
| 6M | +4.0% | +69.1% | -65.1% | -4.8% |
| YTD | -1.3% | -4.5% | +3.2% | -3.3% |
| 1Y | -1.9% | -1.9% | -0.1% | -4.4% |
| 3Y | +53.5% | -9.3% | +62.8% | +46.8% |
| 5Y | -15.1% | -65.2% | +50.0% | -15.1% |
| 10Y | +81.0% | +467.0% | -386.0% | +35.0% |
| All | +81.0% | +495.8% | -414.8% | +35.0% |
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 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