+25.0%
IWM vs TEAM
+2.0%
+23.0%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -6.9% | +6.5% | -0.4% |
| 7D | +1.4% | -5.7% | +7.1% | +1.5% |
| 30D | -2.3% | +18.3% | -20.6% | -2.5% |
| 3M | +4.0% | +80.2% | -76.3% | +3.3% |
| 6M | +17.9% | +111.0% | -93.0% | +16.8% |
| YTD | +20.2% | +8.8% | +11.4% | +25.2% |
| 1Y | +25.0% | +2.2% | +22.8% | +28.4% |
| All | +25.0% | +2.0% | +23.0% | +28.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling