+197.9%
IWM vs TEAM
+802.8%
-604.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.6% | +2.9% | +0.7% |
| 7D | +0.1% | -0.4% | +0.5% | +0.1% |
| 30D | -1.3% | +67.3% | -68.6% | -9.9% |
| 3M | +1.6% | +86.8% | -85.2% | -9.6% |
| 6M | +13.6% | +146.8% | -133.3% | -5.6% |
| YTD | +20.8% | +16.9% | +3.8% | +14.0% |
| 1Y | +26.4% | +12.8% | +13.6% | +19.7% |
| 3Y | +60.7% | -7.3% | +68.0% | +52.8% |
| 5Y | +38.2% | -50.7% | +88.9% | +37.0% |
| 10Y | +169.5% | +529.8% | -360.4% | +80.9% |
| All | +197.9% | +802.8% | -604.9% | +93.7% |
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