-15.8%
F vs TEAM
-65.2%
+49.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -16.2% | +15.4% | +1.5% |
| 7D | +1.6% | -19.8% | +21.4% | +4.5% |
| 30D | +2.6% | -21.5% | +24.1% | +5.7% |
| 3M | -8.8% | +39.5% | -48.3% | -14.5% |
| 6M | +4.6% | +73.1% | -68.4% | -6.2% |
| YTD | -1.9% | -5.2% | +3.3% | -3.3% |
| 1Y | -0.8% | -1.6% | +0.8% | -2.9% |
| 3Y | +43.5% | -11.4% | +54.9% | +36.3% |
| All | -15.8% | -65.2% | +49.3% | -15.4% |
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