+590.9%
JPM vs TEAM
+514.4%
+76.5%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.7% |
| 7D | -0.7% | -5.2% | +4.5% | -0.2% |
| 30D | -2.5% | +15.8% | -18.2% | -3.8% |
| 3M | +14.1% | +101.5% | -87.3% | +6.4% |
| 6M | +25.1% | +138.2% | -113.1% | +13.6% |
| YTD | +12.1% | +10.8% | +1.3% | +9.5% |
| 1Y | +18.8% | +1.7% | +17.1% | +16.8% |
| 3Y | +163.4% | -16.0% | +179.5% | +159.1% |
| 5Y | +156.5% | -52.7% | +209.3% | +155.7% |
| All | +590.9% | +514.4% | +76.5% | +408.5% |
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