+73.9%
IBM vs TEAM
-6.9%
+80.8%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.6% | +2.7% | +0.5% |
| 7D | -0.3% | -0.4% | +0.1% | -0.3% |
| 30D | +0.3% | +67.3% | -67.0% | -9.2% |
| 3M | -21.6% | +86.8% | -108.4% | -30.7% |
| 6M | -4.7% | +146.8% | -151.5% | -19.6% |
| YTD | -19.1% | +16.9% | -36.0% | -26.5% |
| 1Y | -2.5% | +12.8% | -15.3% | -11.3% |
| All | +73.9% | -6.9% | +80.8% | +58.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling