-13.5%
F vs TEAM
-65.3%
+51.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.6% | -2.8% | -0.6% |
| 7D | -2.1% | -19.7% | +17.6% | +0.7% |
| 30D | +3.3% | -26.6% | +29.9% | +7.4% |
| 3M | -11.3% | -1.1% | -10.2% | -12.0% |
| 6M | +5.3% | +74.6% | -69.3% | -5.7% |
| YTD | -2.2% | -6.0% | +3.8% | -3.5% |
| 1Y | -3.5% | -3.2% | -0.3% | -5.4% |
| 3Y | +49.5% | -13.5% | +63.1% | +42.8% |
| 5Y | -13.5% | -65.5% | +52.0% | -13.8% |
| All | -13.5% | -65.3% | +51.7% | -13.8% |
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