+465.0%
JPM vs TEAM
+445.0%
+20.0%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.5% | +2.5% | +1.1% |
| 7D | +3.5% | -2.4% | +5.9% | +3.7% |
| 30D | +3.3% | -26.7% | +30.0% | +5.7% |
| 3M | -4.2% | -9.6% | +5.4% | -3.8% |
| 6M | +16.4% | +86.0% | -69.6% | +8.4% |
| YTD | +9.5% | -7.5% | +17.0% | +8.2% |
| 1Y | +14.0% | -1.4% | +15.4% | +11.8% |
| 3Y | +153.1% | -14.3% | +167.4% | +147.4% |
| 5Y | +134.9% | -66.3% | +201.2% | +140.4% |
| All | +465.0% | +445.0% | +20.0% | +320.7% |
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 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