+155.4%
IWM vs TEAM
+444.3%
-288.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -3.3% | +5.8% | +3.0% |
| 7D | +0.3% | -22.2% | +22.5% | +4.0% |
| 30D | +0.6% | -28.1% | +28.7% | +5.5% |
| 3M | -6.2% | -2.2% | -4.1% | -6.8% |
| 6M | -0.8% | +62.2% | -63.0% | -11.5% |
| YTD | +14.8% | -8.4% | +23.1% | +11.8% |
| 1Y | +16.1% | -6.6% | +22.8% | +12.7% |
| 3Y | +71.5% | -15.7% | +87.2% | +63.7% |
| 5Y | +25.8% | -65.7% | +91.5% | +32.5% |
| 10Y | +155.4% | +441.0% | -285.5% | +61.9% |
| All | +155.4% | +444.3% | -288.9% | +61.9% |
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