+628.2%
JPM vs TEAM
+802.8%
-174.5%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.6% | +1.7% | -0.7% |
| 7D | +0.3% | -0.4% | +0.7% | +0.3% |
| 30D | -0.2% | +67.3% | -67.5% | -4.9% |
| 3M | +15.9% | +86.8% | -70.9% | +8.9% |
| 6M | +20.9% | +146.8% | -125.9% | +9.6% |
| YTD | +12.9% | +16.9% | -4.0% | +9.7% |
| 1Y | +20.3% | +12.8% | +7.5% | +17.0% |
| 3Y | +160.9% | -7.3% | +168.2% | +154.2% |
| 5Y | +154.8% | -50.7% | +205.5% | +152.7% |
| 10Y | +591.1% | +529.8% | +61.3% | +423.4% |
| All | +628.2% | +802.8% | -174.5% | +438.0% |
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 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