+144.5%
IBM vs TEAM
+481.6%
-337.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.7% | +2.6% | +3.3% |
| 7D | +3.6% | -4.7% | +8.2% | +4.1% |
| 30D | +1.5% | +17.0% | -15.5% | -0.3% |
| 3M | -12.9% | +85.9% | -98.8% | -19.3% |
| 6M | -3.9% | +116.7% | -120.6% | -12.6% |
| YTD | -17.3% | +9.6% | -27.0% | -20.9% |
| 1Y | -5.0% | -2.5% | -2.5% | -8.3% |
| 3Y | +78.2% | -14.0% | +92.2% | +70.9% |
| 5Y | +120.6% | -53.1% | +173.7% | +115.8% |
| 10Y | +144.5% | +502.9% | -358.4% | +68.4% |
| All | +144.5% | +481.6% | -337.1% | +68.4% |
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 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