+171.7%
IWM vs TEAM
+481.6%
-309.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.7% | -2.1% | -1.5% |
| 7D | -1.1% | -4.7% | +3.5% | -0.4% |
| 30D | -3.1% | +17.0% | -20.1% | -5.8% |
| 3M | +2.2% | +85.9% | -83.7% | -9.6% |
| 6M | +15.1% | +116.7% | -101.6% | -2.9% |
| YTD | +18.6% | +9.6% | +8.9% | +13.0% |
| 1Y | +24.0% | -2.5% | +26.5% | +20.5% |
| 3Y | +63.7% | -14.0% | +77.7% | +57.3% |
| 5Y | +38.2% | -53.1% | +91.3% | +38.7% |
| 10Y | +171.7% | +502.9% | -331.2% | +67.6% |
| All | +171.7% | +481.6% | -309.9% | +67.6% |
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