+72.2%
F vs TEAM
+444.3%
-372.2%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.1% | +2.2% | -1.4% |
| 7D | -0.2% | -22.2% | +22.0% | +2.6% |
| 30D | +0.9% | -28.1% | +29.0% | +4.6% |
| 3M | -11.3% | -2.2% | -9.2% | -11.7% |
| 6M | +2.0% | +62.2% | -60.2% | -6.2% |
| YTD | -3.2% | -8.4% | +5.2% | -4.7% |
| 1Y | -3.5% | -6.6% | +3.2% | -5.3% |
| 3Y | +48.1% | -15.7% | +63.8% | +43.0% |
| 5Y | -13.5% | -65.7% | +52.2% | -13.2% |
| 10Y | +72.2% | +441.0% | -368.8% | +29.1% |
| All | +72.2% | +444.3% | -372.2% | +29.1% |
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