+149.9%
IBM vs TEAM
+495.8%
-345.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | +0.4% |
| 7D | -2.5% | -17.2% | +14.7% | -0.6% |
| 30D | +8.4% | -25.1% | +33.4% | +11.7% |
| 3M | +4.5% | +3.9% | +0.6% | +3.6% |
| 6M | +7.9% | +69.1% | -61.2% | +0.9% |
| YTD | -15.2% | -4.5% | -10.8% | -17.8% |
| 1Y | -17.6% | -1.9% | -15.7% | -20.3% |
| 3Y | +82.1% | -9.3% | +91.4% | +74.5% |
| 5Y | +143.3% | -65.2% | +208.5% | +145.6% |
| 10Y | +149.9% | +467.0% | -317.1% | +74.7% |
| All | +149.9% | +495.8% | -345.9% | +74.7% |
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