+152.5%
JPM vs TEAM
-53.2%
+205.8%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.7% | -0.4% | +0.3% |
| 7D | -0.4% | -4.7% | +4.2% | -0.1% |
| 30D | -1.4% | +17.0% | -18.4% | -2.8% |
| 3M | +13.9% | +85.9% | -72.0% | +7.2% |
| 6M | +23.5% | +116.7% | -93.1% | +13.4% |
| YTD | +11.6% | +9.6% | +2.0% | +9.8% |
| 1Y | +21.4% | -2.5% | +23.9% | +20.6% |
| 3Y | +163.4% | -14.0% | +177.4% | +160.3% |
| 5Y | +152.5% | -53.1% | +205.6% | +152.0% |
| All | +152.5% | -53.2% | +205.8% | +152.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling