+14.0%
JPM vs TEAM
-2.6%
+16.7%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.5% | +2.5% | +1.0% |
| 7D | +3.5% | -2.4% | +5.9% | +3.5% |
| 30D | +3.3% | -26.7% | +30.0% | +3.2% |
| 3M | -4.2% | -9.6% | +5.4% | -4.1% |
| 6M | +16.4% | +86.0% | -69.6% | +16.5% |
| YTD | +9.5% | -7.5% | +17.0% | +8.5% |
| 1Y | +14.0% | -1.4% | +15.4% | +11.5% |
| All | +14.0% | -2.6% | +16.7% | +11.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling