+33.4%
INTC vs TEAM
-65.3%
+98.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +2.6% | +4.9% | +7.1% |
| 7D | +7.3% | -19.7% | +27.0% | +10.6% |
| 30D | -38.3% | -26.6% | -11.7% | -35.3% |
| 3M | -36.0% | -1.1% | -35.0% | -36.2% |
| 6M | -51.7% | +74.6% | -126.3% | -57.6% |
| YTD | +69.4% | -6.0% | +75.4% | +66.8% |
| 1Y | +65.0% | -3.2% | +68.2% | +61.2% |
| 3Y | +63.0% | -13.5% | +76.5% | +58.4% |
| 5Y | +33.4% | -65.5% | +98.8% | +48.0% |
| All | +33.4% | -65.3% | +98.6% | +48.0% |
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 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