+20.0%
IWM vs TEAM
-65.2%
+85.2%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -16.2% | +17.1% | +3.4% |
| 7D | -2.0% | -19.8% | +17.8% | +1.0% |
| 30D | -1.5% | -21.5% | +20.1% | +1.8% |
| 3M | -8.0% | +39.5% | -47.5% | -14.2% |
| 6M | -4.1% | +73.1% | -77.2% | -15.1% |
| YTD | +11.9% | -5.2% | +17.1% | +9.7% |
| 1Y | +15.0% | -1.6% | +16.6% | +11.8% |
| 3Y | +64.2% | -11.4% | +75.7% | +56.6% |
| All | +20.0% | -65.2% | +85.2% | +34.3% |
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