+599.6%
JPM vs TEAM
+625.2%
-25.6%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.2% |
| 7D | +1.6% | -16.9% | +18.5% | +3.0% |
| 30D | +3.4% | -26.8% | +30.2% | +5.8% |
| 3M | -5.7% | -1.9% | -3.8% | -6.0% |
| 6M | +13.5% | +79.2% | -65.7% | +6.2% |
| YTD | +8.4% | -6.1% | +14.5% | +6.9% |
| 1Y | +9.1% | -2.1% | +11.1% | +7.0% |
| 3Y | +149.5% | -13.6% | +163.1% | +143.6% |
| 5Y | +132.6% | -65.8% | +198.4% | +137.2% |
| 10Y | +480.0% | +454.0% | +26.1% | +342.9% |
| All | +599.6% | +625.2% | -25.6% | +424.4% |
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