+185.1%
IWM vs TEAM
+637.6%
-452.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.8% | +2.4% | +3.1% |
| 7D | +1.2% | -17.2% | +18.4% | +3.9% |
| 30D | +1.3% | -25.1% | +26.4% | +5.4% |
| 3M | -6.1% | +3.9% | -10.0% | -7.5% |
| 6M | -0.1% | +69.1% | -69.2% | -11.0% |
| YTD | +15.5% | -4.5% | +20.0% | +11.8% |
| 1Y | +18.1% | -1.9% | +20.0% | +13.7% |
| 3Y | +74.6% | -9.3% | +84.0% | +65.0% |
| 5Y | +24.6% | -65.2% | +89.8% | +29.8% |
| 10Y | +161.3% | +467.0% | -305.7% | +78.1% |
| All | +185.1% | +637.6% | -452.6% | +89.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling