+53.9%
F vs TEAM
-50.6%
+104.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.6% | +4.1% | +1.8% |
| 7D | +5.3% | -0.4% | +5.8% | +5.4% |
| 30D | +4.6% | +67.3% | -62.7% | -3.7% |
| 3M | -3.7% | +86.8% | -90.4% | -13.3% |
| 6M | +16.8% | +146.8% | -130.0% | -1.4% |
| YTD | +15.3% | +16.9% | -1.6% | +11.1% |
| 1Y | +31.0% | +12.8% | +18.2% | +26.5% |
| 3Y | +45.4% | -7.3% | +52.7% | +39.6% |
| All | +53.9% | -50.6% | +104.5% | +49.3% |
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